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Chief Financial Officer · Blue Chip Financial Advisors, LLC

Delaney J. Metcalf

CRD 6859902 · Named on Form ADV at one SEC-registered adviser

At a glance

Blue Chip Financial Advisors, LLC, an SEC-registered wealth manager based in East Providence, RI with $104 million in regulatory assets, lists Delaney J. Metcalf on its Form ADV as Chief Financial Officer, a control person.

Firms and roles

AtlasMembers

Delaney’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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

  • John A. LemmeChief Compliance Officer, Blue Chip Financial Advisors, LLC
  • Joel BurrisManaging Member, Blue Chip Financial Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Delaney’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.