Best Investors Account Sign in
Claim This Profile
Employer firm

Blue Chip Financial Advisors, LLC CRD 119510

$104M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Blue Chip Financial Advisors, Llc

34 Hemingway Drive, East Providence, RI 02915 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-01-30
RI RA APPROVED 2024-01-05
MA RA APPROVED 2012-10-29
  • FL RA
    APPROVED
    Since 2024-01-30
  • RI RA
    APPROVED
    Since 2024-01-05
  • MA RA
    APPROVED
    Since 2012-10-29

Branch Locations

34 Hemingway Drive, East Providence, RI 02915 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Blue Chip Financial Advisors, Llp East Providence RI 01/1998 Present
Triad Advisors, Inc. Norcross GA 08/2005 08/2024
Osaic Wealth, Inc. East Providence RI 08/2024 Present
  • 01/1998 → Present
    Blue Chip Financial Advisors, Llp
    East Providence, RI
  • 08/2005 → 08/2024
    Triad Advisors, Inc.
    Norcross, GA
  • 08/2024 → Present
    Osaic Wealth, Inc.
    East Providence, RI
Other Businesses

1-INSURANCE SALES-MULTIPLE CARRIERS; NON-INVESTMENT RELATED; 34 HEMINGWAY DRIVE, EAST PROVIDENCE, RI 02915; INSURANCE SALES; PRODUCER/AGENT/BROKER; 1993; 1 HR/MONTH; <1HR/DAY; COMPENSATION-COMMISSIONS; INSURANCE SALES. 2-BLUE CHIP FINANCIAL ADVISORS; INVESTMENT RELATED; 34 HEMINGWAY DR., EAST PROVIDENCE, RI 02915; RIA; MANAGING PARTNER; 1998; 90 HRS/MONTH; 4.5 HRS/DAY; COMPENSATION-FEES; RIA REP. 3-BLUECHIP FINANCIAL ADVISORS; INVESTMENT RELATED; 34 HEMINGWAY DR., EAST PROVIDENCE, RI 02915; REGISTERED REPRESENTATIVE SINCE 1994; 40 HRS/MONTH; 2 HRS/DAY; COMPENSATION-COMMISSIONS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-09-01
S63 Uniform Securities Agent State Law Examination 1994-01-13
  • S65 Uniform Investment Adviser Law Examination
    1995-09-01
  • S63 Uniform Securities Agent State Law Examination
    1994-01-13
Designations
  • Chartered Financial Consultant

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in East Providence, RI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor