Michael Thomas Moretti
Investment adviser representative at Blue Chip Financial Advisors, LLC
23 yearsExperience
3 statesRegistered in
$104.1MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
23 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Blue Chip Financial Advisors, LLCAug 2003 to now
- Triad Advisors, Inc.Aug 2005 to Aug 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2002
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 3 states (FL, MA, RI).
Blue Chip Financial Advisors, LLC
$104.1MAssets managed
178Clients
6Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4696803
- Firm CRD
- 119510