Adviser and broker representative · Blue Chip Financial Advisors, LLC
Michael T. Moretti
CRD 4696803 · East Providence, RI
At a glance
Michael T. Moretti is an investment adviser representative with Blue Chip Financial Advisors, LLC in East Providence, RI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Michael’s SEC record dates to 2005, about 21 years ago. Michael is also registered as a broker representative.
Current advisory firm
- Blue Chip Financial Advisors, LLCSince March 2005East Providence, RI · $104M in regulatory assets
SEC adviser record
- Registered since
- 2005 (21 years)
- Designations
- None on file
- Exams
- Series 65, Series 66
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Michael’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Blue Chip Financial Advisors, LLC
- Clifford J. DeckEast Providence · Certified Financial Planner
- William M. DelmageEast Providence
- Judith P. HigginsEast Providence
- John A. LemmeEast Providence · Chartered Financial Consultant
- Butch M. SafyurtluNewport Beach
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