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Michael Thomas Moretti

BLUE CHIP FINANCIAL ADVISORS, LLP·EAST PROVIDENCE, Rhode Island
SIE, Series 7, Series 24, Series 65, Series 66, Series 99TOClean record21 years registeredBLUE CHIP FINANCIAL ADVISORS, LLP
22 HEMINGWAY DRIVE, EAST PROVIDENCE, RI 02915CRD# 4696803Firm CRD# 119510

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Thomas Moretti · EAST PROVIDENCE, RI
Registration
CRD #4696803 · BLUE CHIP FINANCIAL ADVISORS, LLP · 21 years registered
Brand Profile
Not yet started
01

Career History

BLUE CHIP FINANCIAL ADVISORS, LLP
Mar 2005 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 65
Series 66
Series 99TO
Registration record
First registered · March 10, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BLUE CHIP FINANCIAL ADVISORS, LLP
CRD 119510 · SEC 801-69244
AUM
$43M
Regulatory assets under management
Employees
1
285 client accounts
Services offered by BLUE CHIP FINANCIAL ADVISORS, LLP
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BLUE CHIP FINANCIAL ADVISORS, LLP →
Introduction

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05

Frequently Asked Questions

What services does Michael Thomas Moretti offer?
Michael Thomas Moretti specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EAST PROVIDENCE, Rhode Island for a consultation.
What are Michael Thomas Moretti's credentials?
Michael Thomas Moretti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Thomas Moretti located?
Michael Thomas Moretti is based in EAST PROVIDENCE, Rhode Island, working with BLUE CHIP FINANCIAL ADVISORS, LLP. Their office serves clients in the EAST PROVIDENCE metropolitan area and surrounding communities.
How does Michael Thomas Moretti charge for services?
Michael Thomas Moretti's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUE CHIP FINANCIAL ADVISORS, LLP?
BLUE CHIP FINANCIAL ADVISORS, LLP has approximately 1 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BLUE CHIP FINANCIAL ADVISORS, LLP

John Angelo Lemme
EAST PROVIDENCE, RI
ChFC

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Research
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