Unclaimed Profile

Elizabeth Bishop Smart

BLUE CHIP PARTNERS, LLC·FARMINGTON HILLS, Michigan

Series 65Clean record3 years registeredBLUE CHIP PARTNERS, LLC

38505 COUNTRY CLUB DRIVE, FARMINGTON HILLS, MI 48331CRD# 4355761Firm CRD# 132437

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Elizabeth Bishop Smart · FARMINGTON HILLS, MI

Registration

CRD #4355761 · BLUE CHIP PARTNERS, LLC · 3 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BLUE CHIP PARTNERS, LLC

BLUE CHIP PARTNERS, LLC

Oct 2022 – Jan 2025

FARMINGTON HILLS, MI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 19, 2022

Years registered · 3

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLUE CHIP PARTNERS, LLC

CRD 132437 · SEC 801-64705

AUM

$1.3B

Regulatory assets under management

Employees

2,548 client accounts

Services offered by BLUE CHIP PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BLUE CHIP PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Elizabeth Bishop Smart offer?

Elizabeth Bishop Smart specializes in Financial Planning, Investment Management.

What are Elizabeth Bishop Smart's credentials?

Elizabeth Bishop Smart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Elizabeth Bishop Smart located?

Elizabeth Bishop Smart is based in FARMINGTON HILLS, Michigan, last registered with BLUE CHIP PARTNERS, LLC.

How does Elizabeth Bishop Smart charge for services?

Elizabeth Bishop Smart's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLUE CHIP PARTNERS, LLC?

BLUE CHIP PARTNERS, LLC has approximately 28 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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