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BlueChip Financial Advisors, LLP

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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 (4 years ago)
Identification Number: 001732078
ZIP code: 02915
City: Riverside
County: Providence County
Purpose: FINANCIAL PLANNING SALES AND SERVICES
Principal Address: Google Maps Logo 34 HEMINGWAY DRIVE, EAST PROVIDENCE, RI, 02915, USA

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

Agent

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

Form 5500 Series

Employer Identification Number (EIN):
050500576
Plan Year:
2024
Number Of Participants:
3
Plan Name:
401(K)
Sponsor's telephone number:
Plan Year:
2023
Number Of Participants:
3
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
MICHAEL MORETTI(Plan administrator)
Plan Year:
2022
Number Of Participants:
3
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
MICHAEL MORETTI(Plan administrator)
Plan Year:
2021
Number Of Participants:
3
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
MICHAEL MORETTI(Plan administrator)
Plan Year:
2020
Number Of Participants:
3
Plan Name:
401(K)
Sponsor's telephone number:
Plan Administrator / Signatory:
MICHAEL MORETTI(Plan administrator)
MICHAEL MORETTI(Employer/plan sponsor)

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
202562943670 Annual Report 2025-01-21

Paycheck Protection Program

Jobs Reported:
3
Initial Approval Amount:
$36,600
Date Approved:
2020-04-30
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$36,600
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$37,009.12
Servicing Lender:
Citizens Bank, National Association
Use of Proceeds:
Payroll: $36,600

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Date of last update: 16 Jul 2025

Sources: Rhode Island Department of State