William M. Delmage

BLUE CHIP FINANCIAL ADVISORS, LLP

East Providence, RI 02915

Some features on this profile are disabled

CRD#: 2357246

Professional summary

William M Delmage, who also goes by Bill Delmage, is a registered financial advisor currently at BLUE CHIP FINANCIAL ADVISORS, LLP located in East Providence, Rhode Island and OSAIC WEALTH, INC. located in East Providence, Rhode Island.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. William has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Delmage

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. WD & ASSOCIATES A DIVISION OF PATRIOT GROWTH INSURANCE SERVICES LLC; NOT INVESTMENT RELATED; 34 HEMINGWAY DR; HEALTH, DENTIAL, & LIFE INSURANCE; EMPLOYEE/SHAREHOLDER SINCE 2022; 160 HRS/MONTH; COMMISSIONS FROM INSURANCE CARRIERS; SALES 2. BLUE CHIP FINANCIAL ADVISORS; INVESTMENT RELATED; 34 HEMINGWAY DR., EAST PROVIDENCE,RI 02915; INVESTMENT ADVISOR REPRESENTATIVE (IAR) SINCE 1998; 1-2 HRS/MONTH; INTRODUCE CLIENTS TO BLUECHIP FINANCIAL ADVISORS FOR ACCOUNT MANAGEMENT 3- WD & ASSOCIATES; INVESTMENT RELATED; 34 HEMINGWAY DR., EAST PROVIDENCE, RI 02915; REGISTERED REPRESENTATIVE; 20 HRS/MONTH; COMPENSATION-COMMISSIONS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William M Delmage's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 22, 2000 - Present

BLUE CHIP FINANCIAL ADVISORS, LLP

Office #1: 34 Hemingway Drive, East Providence, RI 02915Office #2: 34 Hemingway Drive, East Providence, RI 02915

RIA

CRD#: 119510

East Providence, RI

Current

August 23, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 34 Hemingway Dr., East Providence, RI 02915

RIA

CRD#: 23131

EAST PROVIDENCE, RI

Past

August 3, 2005 - August 23, 2024

TRIAD ADVISORS LLC

CRD#: 25803

EAST PROVIDENCE, RI

Past

March 1, 1996 - August 9, 2005

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

June 8, 1993 - March 1, 1996

G. R. PHELPS & CO., INC.

CRD#: 173

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Connecticut
(8/23/2024)

Florida
(8/23/2024)

Maine
(8/23/2024)

Massachusetts
(8/23/2024)

New Hampshire
(8/23/2024)

New Jersey
(8/23/2024)

New York
(8/23/2024)

North Carolina
(8/23/2024)

IAR

Rhode Island
(6/22/2000)

Rhode Island
(8/23/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/6/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/2/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/7/1993

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

BLUE CHIP FINANCIAL ADVISORS, LLP

CRD#: 119510 / SEC#: 801-69244

RIA

Registered Investment Advisory firm - (9/19/2012 Terminated)

Florida

Registered Investment Advisory firm - (11/6/2012 Approved)

Louisiana

Registered Investment Advisory firm - (11/10/2022 Terminated)

Massachusetts

Registered Investment Advisory firm - (10/29/2012 Approved)

Rhode Island

Registered Investment Advisory firm - (4/4/2012 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

34 Hemingway Drive, East Providence, RI 02915

Mailing Address

Phone number

(401) 435-4239

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	178
AUM (Assets Under Management)	$ 98,780,838

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

Similar Advisors

David Loughlin

CITIZENS SECURITIES, INC.

IAR

WARWICK, RI

We're Here To Help

Advisor Monitoring

Firm Stability Insights

William M. Delmage

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William M Delmage's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

TRIAD ADVISORS LLC

MML INVESTORS SERVICES, LLC

G. R. PHELPS & CO., INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/6/1999

Series 63

Date: 7/2/1993

SIE

Date: 10/1/2018

Series 6

Date: 6/7/1993

FINRA

Current Firm

BLUE CHIP FINANCIAL ADVISORS, LLP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLUE CHIP FINANCIAL ADVISORS, LLP

TRUST BUT VERIFY

Contact information

Similar Advisors