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BLUE CHIP FINANCIAL ADVISORS, LLC

EAST PROVIDENCE, RI · CRD 119510 · IAPD ↗ · bcfa.net · 401-435-4239

$104.1MRegulatory AUM
5Advisory reps
5Employees
0Clients
26-50Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
September 2026 — BLUE CHIP FINANCIAL ADVISORS, LLC (EAST PROVIDENCE, RI) is newly SEC-registered with $104.1M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.