David Scott Foret
Investment adviser representative at Blue Chip Partners, LLC
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.9BFirm assets
Are you David Scott Foret? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Blue Chip Partners, LLCNov 2016 to now
- Stratos Wealth PartnersJan 2016 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 3 states (FL, MI, TX).
Blue Chip Partners, LLC
$1.9BAssets managed
1,007Clients
19Advisers
21 yearsIn 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
- 5995048
- Firm CRD
- 132437