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Adam Robert Larkin

Investment adviser representative at Blue Chip Partners, LLC
12 yearsExperience
3 statesRegistered in
$1.9BFirm assets
21 yearsFirm 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Blue Chip Partners, LLCJan 2023 to now
  2. United Wholesale MortgageAug 2020 to Dec 2022
  3. UnemployedMar 2020 to Aug 2020
  4. HK PopradJan 2020 to Mar 2020
  5. EchlApr 2018 to Dec 2019
  6. Larkin Hockey SchoolJun 2016 to Jul 2019
  7. Yale UniversityAug 2014 to Jun 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

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
6636496
Firm CRD
132437
Advisor's SEC record (opens in a new tab)
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