Steven Melchiorri has been an investment adviser representative at Chelsea Advisory Services since April 2025, and is not listed among the firm’s executive officers or direct owners. Steven Melchiorri holds a Bachelor's degree in History and Finance from City University of New York. Steven Melchiorri studied Certified Financial Planner™ curriculum at Fairleigh Dickinson University.
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.
Steven M. Melchiorri is Financial Advisor of Chelsea Financial Services, based in Cedar Knolls, New Jersey. Melchiorri has over 23 years of experience in the financial services industry, including leadership roles as Regional Vice President in the Northeast for two mutual financial services companies, where he helped individual advisors grow and scale their practices. His focus areas are retirement income planning, wealth preservation and legacy building.
Professional designations
Listed by Chelsea Advisory Services
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
Investment adviser representative registrations
Steven Melchiorri is registered as an investment adviser representative in 2 states. Each was approved in April 2025.
- New JerseySince 21 April 2025
- New YorkSince 21 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 23 February 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 December 2000 |
| Series 7 | General Securities Representative Examination | 1 December 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Steven Mario Melchiorri
- CRD
- 4030383
- Firm
- Chelsea Advisory Services · CRD 150791
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2002
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- chfs.com
Where does Steven Melchiorri work?
Steven Melchiorri is an investment adviser representative registered through Chelsea Advisory Services, Inc since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Steven Melchiorri a financial advisor?
Yes. Steven Melchiorri has a current investment-adviser registration in New Jersey and New York, through Chelsea Advisory Services since April 2025.
How many years of experience does Steven Melchiorri have?
Steven Melchiorri has 24 years in the financial industry, since January 2002, across 1 adviser firm.
What exams has Steven Melchiorri passed?
Steven Melchiorri has passed 3 licensing exams: the Series 7, Series 63 and Series 24. The earliest, the Series 7, was passed in December 2000. FINRA credited Steven Melchiorri with the SIE, which began in October 2018.
Is Steven Melchiorri registered with FINRA?
Yes. Steven Melchiorri has a current broker registration, under CRD 4030383.
Source: FINRA BrokerCheck
How can I verify Steven Melchiorri’s record?
Search CRD 4030383 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Steven Melchiorri’s full registration record.