Wesley Steed has been an investment adviser representative at Chelsea Advisory Services since July 2026, 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.
Wesley Steed’s longest registration was 18 years at Wells Fargo Advisors (2008–2026). Before joining Chelsea Advisory Services in 2026, Wesley Steed was registered through Wells Fargo Advisors and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · under a yearHoover, AL · Adviser representative · Firm CRD 150791
- Wells Fargo Advisors– · 18 yearsBirmingham, AL · Adviser representative · Firm CRD 19616
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 5 yearsBirmingham, AL · Adviser representative · Firm CRD 7691
- Prudential Securities Incorporated– · 3 yearsBirmingham, AL · Adviser representative · Firm CRD 7471
Investment adviser representative registrations
Wesley Steed is registered as an investment adviser representative in Alabama, since July 2026.
- AlabamaSince 22 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 30 December 1996 |
| Series 65 | Uniform Investment Adviser Law Examination | 24 December 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 December 1996 |
| Series 7 | General Securities Representative Examination | 4 December 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Wesley Andrew Steed
- CRD
- 2816275
- Firm
- Chelsea Advisory Services · CRD 150791
- Office
- Hoover, AL
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 1996
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Wesley Steed work?
Wesley Steed is an investment adviser representative registered through Chelsea Advisory Services, Inc since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Wesley Steed a financial advisor?
Yes. Wesley Steed has a current investment-adviser registration in Alabama, through Chelsea Advisory Services since July 2026.
How many years of experience does Wesley Steed have?
Wesley Steed has 29 years in the financial industry, since December 1996, across 4 adviser firms.
What exams has Wesley Steed passed?
Wesley Steed has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 31. The earliest, the Series 7, was passed in December 1996. FINRA credited Wesley Steed with the SIE, which began in October 2018.
Where did Wesley Steed work before Chelsea Advisory Services?
Before Chelsea Advisory Services, Wesley Steed was registered through Wells Fargo Advisors, April 2008 to June 2026; Merrill Lynch, Pierce, Fenner & Smith Incorporated, October 2002 to April 2008; Prudential Securities Incorporated, June 1999 to October 2002.
Where is Wesley Steed based?
Wesley Steed’s registered office is in Hoover, AL.
Is Wesley Steed registered with FINRA?
Yes. Wesley Steed has a current broker registration, under CRD 2816275.
Source: FINRA BrokerCheck
How can I verify Wesley Steed’s record?
Search CRD 2816275 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Wesley Steed’s full registration record.