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BLUE CHIP FINANCIAL ADVISORS, LLP
BLUE CHIP FINANCIAL ADVISORS, LLP
EAST PROVIDENCE, Rhode Island
·
2 registered advisors
·
CRD# 119510
SEC# 801-69244
401-435-4239
01
Firm Overview
AUM
$43M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at BLUE CHIP FINANCIAL ADVISORS, LLP
2 registered advisors
John Angelo Lemme
EAST PROVIDENCE, Rhode Island
CRD# 2442362
Michael Thomas Moretti
EAST PROVIDENCE, Rhode Island
CRD# 4696803
05
Office Locations
EAST PROVIDENCE, Rhode Island
2 advisors
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Data sourced from SEC Form ADV filings. BLUE CHIP FINANCIAL ADVISORS, LLP (CRD# 119510) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.