Daniel Overcash has been an investment adviser representative at Chelsea Advisory Services since November 2020, and is not listed among the firm’s executive officers or direct owners.
Chelsea Advisory Services, Inc is a Staten Island, NY firm with $147M under management, 552 clients and 25 advisers across 22 offices, as of its August 2026 filing.
- – present · 5 yearsJamestown, NY · Adviser representative · Firm CRD 150791
Investment adviser representative registrations
Daniel Overcash is registered as an investment adviser representative in 2 states. The first approvals date from November 2020; the most recent is New York, in July 2021.
- New JerseySince 18 November 2020
- New YorkSince 2 July 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 14 | Compliance Officer Examination | 2 January 2023 |
| Series 24 | General Securities Principal Examination | 2 January 2023 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| Series 52TO | Municipal Securities Representative Examination | 2 January 2023 |
| Series 7TO | General Securities Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 13 July 1984 |
| Series 4 | Registered Options Principal Examination | 27 January 1979 |
| Series 00 | General Securities Principal Examination | 12 May 1970 |
| Series 1 | Registered Representative Examination | 24 August 1966 |
- Name
- Compliance Officer Examination
- Name
- General Securities Principal Examination
- Name
- Operations Professional Examination
- Name
- Municipal Securities Representative Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Registered Options Principal Examination
- Name
- General Securities Principal Examination
- Name
- Registered Representative Examination
- Full name
- Daniel Ray Overcash
- CRD
- 354430
- Firm
- Chelsea Advisory Services · CRD 150791
- Office
- 2-6 East Second Street, Fenton Building, Suite 200, PO Box 1237, Jamestown, NY 14701
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 1970
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Daniel Overcash work?
Daniel Overcash is an investment adviser representative registered through Chelsea Advisory Services, Inc since November 2020, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Overcash a financial advisor?
Yes. Daniel Overcash has a current investment-adviser registration in New Jersey and New York, through Chelsea Advisory Services since November 2020.
How many years of experience does Daniel Overcash have?
Daniel Overcash has 56 years in the financial industry, since May 1970, across 1 adviser firm.
What exams has Daniel Overcash passed?
Daniel Overcash has passed 9 licensing exams: the Series 1, Series 00, Series 4, Series 63, Series 14, Series 24, Series 99TO, Series 52TO and Series 7TO. The earliest, the Series 1, was passed in August 1966. FINRA credited Daniel Overcash with the SIE, which began in October 2018.
Where is Daniel Overcash based?
Daniel Overcash’s registered office is in Jamestown, NY.
Is Daniel Overcash registered with FINRA?
Yes. Daniel Overcash has a current broker registration, under CRD 354430.
Source: FINRA BrokerCheck
How can I verify Daniel Overcash’s record?
Search CRD 354430 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Daniel Overcash’s full registration record.