SM
ChFC
SM
ChFC
Steven Melchiorri is a ChFC-designated registered investment advisor, based in Staten Island, NY, with 24 years of industry experience.
Location
242 Main Street, Staten Island, NY, 10307
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is an independent insurance agent selling non-securities insurance through Life Brokerage and other carriers.
Employment History
Current Registrations
Chelsea Financial Services
April 2025 - Present · 1 yr 1 mo
Chelsea Advisory Services, INC
April 2025 - Present · 1 yr 1 mo
Chelsea Financial ServicesBroker
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Oneamerica Securities, INC.Broker
October 2021 - May 2025 · 3 yrs 7 mos
The O.N. Equity Sales CompanyBroker
May 2012 - July 2021 · 9 yrs 2 mos
Sammons Securities Company, LLCBroker
April 2010 - January 2012 · 1 yr 9 mos
American Classic Securities, INC.Broker
June 2003 - April 2010 · 6 yrs 10 mos
Metlife Securities INC.Broker
July 2001 - December 2002 · 1 yr 5 mos
Metropolitan Life Insurance CompanyBroker
July 2001 - December 2002 · 1 yr 5 mos
Datek Online Brokerage Services LLCBroker
December 2000 - May 2001 · 5 mos
State Registrations2 states
NJNY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.