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Blue Chip Financial Advisors, LLC CRD 119510
$104M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
34 Hemingway Drive, East Providence, RI 02915 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-05 |
| MA | RA | APPROVED | 2012-11-01 |
| RI | RA | APPROVED | 2000-01-01 |
Branch Locations
34 Hemingway Drive, East Providence, RI 02915 • United States
Warwick, RI • United States
Bonita Springs, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Chip Financial Advisors, Llp | East Providence | RI | 12/1999 | Present |
| Clifford J. Deck, Cpa Inc. | Cranston | RI | 01/1992 | 12/2019 |
| Franklin And Company Cpas Inc | Warwick | RI | 01/2020 | 10/2023 |
50% Partner in D&D Real Estate Investments which owns a .25% share of Rumford Centers Partners LLC, which owns commercial and residential real estate. This is a passive real estate investment. Start date 9/15/2006, address 107 Channel View Drive Unit 2 Warwick, RI 02889
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-31 |
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