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Mars Jonathan Bishop

BLUE FIN CAPITAL, INC.·WARREN, Rhode Island
Series 7, Series 63, Series 65Clean record29 years registeredBLUE FIN CAPITAL, INC.
91 MAIN STREET, WARREN, RI 02885CRD# 1992757Firm CRD# 108451

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mars Jonathan Bishop · WARREN, RI
Registration
CRD #1992757 · BLUE FIN CAPITAL, INC. · 29 years registered
Brand Profile
Not yet started
01

Career History

Jan 1997present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · January 15, 1997
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BLUE FIN CAPITAL, INC.
CRD 108451 · SEC 801-56127
AUM
$507M
Regulatory assets under management
Employees
4
685 client accounts
Services offered by BLUE FIN CAPITAL, INC.
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
Introduction

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05

Frequently Asked Questions

What services does Mars Jonathan Bishop offer?
Mars Jonathan Bishop specializes in Investment Management, Fee-Only Advisory. Contact their office in WARREN, Rhode Island for a consultation.
What are Mars Jonathan Bishop's credentials?
Mars Jonathan Bishop is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mars Jonathan Bishop located?
Mars Jonathan Bishop is based in WARREN, Rhode Island, working with BLUE FIN CAPITAL, INC.. Their office serves clients in the WARREN metropolitan area and surrounding communities.
How does Mars Jonathan Bishop charge for services?
Mars Jonathan Bishop's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUE FIN CAPITAL, INC.?
BLUE FIN CAPITAL, INC. has approximately 4 employees and manages $507M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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