Trustee · Blue Chip Partners, LLC
Cynthia F. Steinberg
CRD 1300801 · Named on Form ADV at one SEC-registered adviser
At a glance
Blue Chip Partners, LLC, an SEC-registered wealth manager based in Farmington Hills, MI with $1.9 billion in regulatory assets, lists Cynthia F. Steinberg on its Form ADV as Trustee, a control person.
Firms and roles
- Blue Chip Partners, LLCTrusteeWealth manager · Farmington Hills, MI · $1.9B in regulatory assets
AtlasMembers
Cynthia’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Robert K. SteinbergPresident, Blue Chip Partners, LLC
- Daniel E. SederVice President, Blue Chip Partners, LLC
- Erin E. GossChief Operating Officer, Blue Chip Partners, LLC
- Eric P. DonofrioChief Compliance Officer, Blue Chip Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cynthia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.