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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
NAICS: 523930 - 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

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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