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  5. BlueChip Financial Advisors, LLP

BlueChip Financial Advisors, LLP

Company Details

Name: BlueChip Financial Advisors, LLP
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Partnership
Status: Activ
Date of Organization in Rhode Island: 15 Nov 2021 (3 years ago)
Identification Number: 001732078
ZIP code: 02915
County: Providence County
Principal Address: 34 HEMINGWAY DRIVE, EAST PROVIDENCE, RI, 02915, USA
Purpose: FINANCIAL PLANNING SALES AND SERVICES

Industry & Business Activity

NAICS

523930 Investment Advice

This industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau

Companies doing Investment advice

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
BLUECHIP FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN 2023 050500576 2024-04-03 BLUECHIP FINANCIAL ADVISORS, LLP 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 4014354239
Plan sponsor’s address 34 HEMINGWAY DR, EAST PROVIDENCE, RI, 02915

Signature of
Role Plan administrator
Date 2024-04-03
Name of individual signing MICHAEL MORETTI
Valid signature Filed with authorized/valid electronic signature
BLUECHIP FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN 2022 050500576 2023-07-28 BLUECHIP FINANCIAL ADVISORS, LLP 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 4014354239
Plan sponsor’s address 34 HEMINGWAY DR, EAST PROVIDENCE, RI, 02915

Signature of
Role Plan administrator
Date 2023-07-28
Name of individual signing MICHAEL MORETTI
Valid signature Filed with authorized/valid electronic signature
BLUECHIP FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN 2021 050500576 2022-07-14 BLUECHIP FINANCIAL ADVISORS, LLP 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 4014354239
Plan sponsor’s address 34 HEMINGWAY DR, EAST PROVIDENCE, RI, 02915

Signature of
Role Plan administrator
Date 2022-07-14
Name of individual signing MICHAEL MORETTI
Valid signature Filed with authorized/valid electronic signature
BLUECHIP FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN 2020 050500576 2021-04-15 BLUECHIP FINANCIAL ADVISORS, LLP. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 4014354239
Plan sponsor’s address 34 HEMINGWAY DR, EAST PROVIDENCE, RI, 02915

Signature of
Role Plan administrator
Date 2021-04-15
Name of individual signing MICHAEL MORETTI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-04-15
Name of individual signing MICHAEL MORETTI
Valid signature Filed with authorized/valid electronic signature
BLUECHIP FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN 2019 050500576 2020-04-27 BLUECHIP FINANCIAL ADVISORS, LLP. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 4014354239
Plan sponsor’s address 34 HEMINGWAY DR, EAST PROVIDENCE, RI, 02915

Signature of
Role Plan administrator
Date 2020-04-27
Name of individual signing MICHAEL MORETTI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-04-27
Name of individual signing MICHAEL MORETTI
Valid signature Filed with authorized/valid electronic signature
BLUECHIP FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN 2018 050500576 2019-07-10 BLUECHIP FINANCIAL ADVISORS, LLP. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 4014354239
Plan sponsor’s address 34 HEMINGWAY DR, EAST PROVIDENCE, RI, 02915

Signature of
Role Plan administrator
Date 2019-07-10
Name of individual signing MICHAEL MORETTI
Valid signature Filed with authorized/valid electronic signature
BLUECHIP FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN 2017 050500576 2018-06-21 BLUECHIP FINANCIAL ADVISORS, LLP 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 4014354239
Plan sponsor’s address 34 HEMINGWAY DR., EAST PROVIDENCE, RI, 02915

Signature of
Role Plan administrator
Date 2018-06-21
Name of individual signing MICHAEL MORETTI
Valid signature Filed with authorized/valid electronic signature
BLUECHIP FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN 2016 050500576 2017-04-19 BLUECHIP FINANCIAL ADVISORS, LLP 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 4014354239
Plan sponsor’s address 34 HEMINGWAY DR., EAST PROVIDENCE, RI, 02915

Signature of
Role Plan administrator
Date 2017-04-19
Name of individual signing MICHAEL MORETTI
Valid signature Filed with authorized/valid electronic signature
BLUECHIP FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN 2015 050500576 2016-05-10 BLUECHIP FINANCIAL ADVISORS, LLP 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 523900
Sponsor’s telephone number 4014354239
Plan sponsor’s address 34 HEMINGWAY DR., EAST PROVIDENCE, RI, 02915

Signature of
Role Plan administrator
Date 2016-05-10
Name of individual signing MICHAEL MORETTI
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
MICHAEL MORETTI Agent 34 HEMINGWAY DRIVE, EAST PROVIDENCE, RI, 02915, USA

Filings

Number Name File Date
202443673960 Annual Report 2024-01-02
202342766880 Statement of Change of Registered/Resident Agent 2023-11-15
202224451600 Registration Renewal 2022-10-31
202105073420 Registered Limited Liability Partnership 2021-11-15

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5244007309 2020-04-30 0165 PPP 34 Hemingway Drive, East Providence, RI, 02915
Loan Status Date 2021-08-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 36600
Loan Approval Amount (current) 36600
Undisbursed Amount 0
Franchise Name -
Lender Location ID 434162
Servicing Lender Name Citizens Bank, National Association
Servicing Lender Address 1 Citizens Plaza, PROVIDENCE, RI, 02903-1344
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address East Providence, PROVIDENCE, RI, 02915-0001
Project Congressional District RI-01
Number of Employees 3
NAICS code 523930
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Partnership
Originating Lender ID 434162
Originating Lender Name Citizens Bank, National Association
Originating Lender Address PROVIDENCE, RI
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 37009.12
Forgiveness Paid Date 2021-07-06

Related by officers

No related officers

Related by address

34 HEMINGWAY DRIVE, EAST PROVIDENCE, RI, 02915, USA

W D & Associates, Inc. BLUECHIP FINANCIAL ADVISORS, LLP BLUECHIP FINANCIAL ADVISORS, LLP BlueChip Financial Advisors, LLP BlueChip Financial Advisors, LLP

Date of last update: 28 Oct 2024

Sources: Rhode Island Department of State

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