Joseph Palermo has been an investment adviser representative at Chelsea Advisory Services since January 2024, 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 · 2 yearsStaten Island, NY · Adviser representative · Firm CRD 150791
Investment adviser representative registrations
Joseph Palermo is registered as an investment adviser representative in 2 states. Each was approved in January 2024.
- New JerseySince 19 January 2024
- New YorkSince 18 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 9 November 2023 |
| Series 7TO | General Securities Representative Examination | 2 November 2023 |
| SIE | Securities Industry Essentials Examination | 16 October 2023 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7825077
- Firm
- Chelsea Advisory Services · CRD 150791
- Office
- 45 Page Avenue, Staten Island, NY 10307
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2023
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Joseph Palermo work?
Joseph Palermo is an investment adviser representative registered through Chelsea Advisory Services, Inc since January 2024, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Palermo a financial advisor?
Yes. Joseph Palermo has a current investment-adviser registration in New Jersey and New York, through Chelsea Advisory Services since January 2024.
How many years of experience does Joseph Palermo have?
Joseph Palermo has 2 years in the financial industry, since November 2023, across 1 adviser firm.
What exams has Joseph Palermo passed?
Joseph Palermo has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in October 2023.
Where is Joseph Palermo based?
Joseph Palermo’s registered office is in Staten Island, NY.
Is Joseph Palermo registered with FINRA?
Yes. Joseph Palermo has a current broker registration, under CRD 7825077.
Source: FINRA BrokerCheck
How can I verify Joseph Palermo’s record?
Search CRD 7825077 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Joseph Palermo’s full registration record.