Matthew Nugent
Matthew Nugent is a CFP-designated registered investment advisor at Chelsea Advisory Services, INC, based in Staten Island, NY, with 20 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 552 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable up to a maximum of 2% of assets under management. Pre-existing clients or employee-related accounts may be charged lower rates.
Fee Estimator
Location
242 Main Street, Staten Island, NY, 10307
Get directionsHistory
Regulatory History (1)
Criminal
April 2019Other Business ActivitiesSells Insurance
Matthew is involved with Palermo Insurance Agency, selling fixed life insurance and fixed annuities. This activity takes nearly full-time hours.
Employment History
Current Registrations
Chelsea Advisory Services, INC
Chelsea Financial ServicesBroker
Previous Registrations
Metlife Securities INC.
Metlife Securities INC.Broker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
The Investment Center, INC.Broker
State Registrations4 states
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
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