MT
Michael Thomas Moretti
CRD 4696803
Firms
| Firm | Role | As of |
|---|---|---|
| Blue Chip Financial Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Blue Chip Financial Advisors, Llc
Limited Partner · 5% – 10% · May 2012
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗