Joseph Palermo (CRD# 7825077) is an Investment Advisor Representative working at Chelsea Advisory Services, Inc. in Staten Island, NY and has 1 year of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4632189
Sarsi, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Chelsea Financial Services | Staten Island, NY | Oct 2023 - Current | < 1 |
Palermo Insurance Agency | Staten Island, NY | Aug 2023 - Current | < 1 |
Penn State University | State College, PA | Aug 2019 - Jun 2023 | 3 |
Crestline Investors | New York City, NY | Jun 2022 - Aug 2022 | < 1 |
Alta Park Capital | New York City, NY | Jun 2021 - Aug 2021 | < 1 |
Poly Prep Country Day School | Brooklyn, NY | Aug 2015 - Jun 2019 | 3 |
Junior Highschool | Staten Island, NY | Sep 2012 - Jun 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- NJ
- NY
-
Total Assets Under Management101MILLIONS
-
Total Number of Accounts444ACCOUNTS
-
Average Account Value$227,482
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, CA, FL, LA, MA, MD, MO, NC, NJ, NY, OR, PA, SC, TX, WA
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