Roseann Palermo
Investment adviser representative at Chelsea Advisory Services, Inc
30 yearsExperience
2 statesRegistered in
$147.4MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- Chelsea Advisory Services, IncOct 2012 to now
- Chelsea Financial ServicesOct 2012 to now
- Palermo AgencyJan 2012 to now
- Johnjoseph Financial GroupJan 1996 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Chelsea Advisory Services, Inc
$147.4MAssets managed
552Clients
31Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5518350
- Firm CRD
- 150791