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Chief Compliance Officer · Blue Chip Partners, LLC

Eric P. Donofrio

CRD 7092282 · 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 Eric P. Donofrio on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • Blue Chip Partners, LLCChief Compliance OfficerWealth manager · Farmington Hills, MI · $1.9B in regulatory assets

AtlasMembers

Eric’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

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