George Chen

RED TORTOISE

Decatur, GA

CRD#: 3070134

Some features on this profile are disabled

Professional summary

George Chen is a registered financial advisor currently at RED TORTOISE located in Decatur, Georgia and BIP WEALTH, LLC located in Atlanta, Georgia.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. George has worked at 6 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Chen's CRS (Customer Relationship Summary).

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

October 4, 2018 - Present

RED TORTOISE

RIA

CRD#: 282509

Decatur, GA

Current

June 22, 2026 - Present

BIP WEALTH, LLC

Office #1: 3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305

RIA

CRD#: 143208

ATLANTA, GA

Past

January 5, 2017 - August 8, 2018

FDX ADVISORS, INC.

RIA

CRD#: 104601

Decatur, GA

Past

August 29, 2011 - May 6, 2013

M&T SECURITIES, INC.

CRD#: 17358

WILMINGTON, DE

Past

May 31, 2005 - September 1, 2011

WILMINGTON BROKERAGE SERVICES COMPANY

CRD#: 14942

ATLANTA, GA

Past

August 20, 1998 - May 31, 2005

WILMINGTON TRUST INVESTMENT MANAGEMENT

CRD#: 19396

ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BIP WEALTH, LLC

BIP WEALTH, LLC | PREHMUS FINANCIAL | PEACHTREE FINANCIAL MANAGEMENT, LLC | BUCKHEAD INVESTMENT PARTNERS, LLC

CRD#: 143208 / SEC#: 801-68882

RIA

Registered Investment Advisory firm - (2/20/2008 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Georgia
(10/4/2018)

IAR

Texas
(9/11/2019)

IAR

Texas
(6/22/2026)

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.

Exams

State Security Law Exam

Series 63

Date: 8/28/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/17/1998

General Securities Representative Examination

Current Firm

BIP WEALTH, LLC

BIP WEALTH, LLC | PREHMUS FINANCIAL | PEACHTREE FINANCIAL MANAGEMENT, LLC | BUCKHEAD INVESTMENT PARTNERS, LLC

CRD#: 143208 / SEC#: 801-68882

RIA

Registered Investment Advisory firm - (2/20/2008 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

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

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

Contact information

Main Address

3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305

Mailing Address

Phone number

(404) 495-5230

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - APPENDIX 1 (10/13/2025)

ADV PART 2A (10/13/2025)

Regulatory assets under management

Total Number of Accounts	11,697
AUM (Assets Under Management)	$ 4,460,675,379

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/28/2025	Cover Page	Report

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.

We're Here To Help

Advisor Monitoring

Firm Stability Insights

George Chen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Chen's CRS (Customer Relationship Summary).

Certified licenses

Experience

BIP WEALTH, LLC

FDX ADVISORS, INC.

M&T SECURITIES, INC.

WILMINGTON BROKERAGE SERVICES COMPANY

WILMINGTON TRUST INVESTMENT MANAGEMENT

Primary Firm SEC Registration

BIP WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/28/1998

Series 7

Date: 8/17/1998

Current Firm

BIP WEALTH, LLC

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BIP WEALTH, LLC

TRUST BUT VERIFY

Similar Advisors