Unclaimed Profile

Robert Kevin Steinberg

BLUE CHIP PARTNERS, LLC·FARMINGTON HILLS, Michigan

SIE, Series 7, Series 24, Series 31, Series 51, Series 63CFPClean record16 years registeredBLUE CHIP PARTNERS, LLC

38505 COUNTRY CLUB DRIVE, FARMINGTON HILLS, MI 48331CRD# 1478400Firm CRD# 132437

Profile Verification

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

Identity

Robert Kevin Steinberg · FARMINGTON HILLS, MI

Registration

CRD #1478400 · BLUE CHIP PARTNERS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

BLUE CHIP PARTNERS, LLC

Aug 2010 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 51

Series 63

Registration record

First registered · August 6, 2010

Years registered · 16

Professional designation · CFP

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 Robert Kevin Steinberg offer?

Robert Kevin Steinberg specializes in Financial Planning, Investment Management. Contact their office in FARMINGTON HILLS, Michigan for a consultation.

What are Robert Kevin Steinberg's credentials?

Robert Kevin Steinberg holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert Kevin Steinberg located?

Robert Kevin Steinberg is based in FARMINGTON HILLS, Michigan, working with BLUE CHIP PARTNERS, LLC. Their office serves clients in the FARMINGTON HILLS metropolitan area and surrounding communities.

How does Robert Kevin Steinberg charge for services?

Robert Kevin Steinberg'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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