Naoko Mckelvey
Professional summary
Naoko Mckelvey, CFP®, who also goes by Naoko Moore, is a registered financial advisor currently at BLUE CHIP PARTNERS, LLC located in Farmington Hills, Michigan.
Naoko is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Naoko has worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Naoko Mckelvey's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2020
Experience
October 11, 2019 - Present
BLUE CHIP PARTNERS, LLC
Office #1: 38505 Country Club Drive Suite 150, Farmington Hills, MI 48331September 20, 2010 - October 10, 2019
LUMIN FINANCIAL, LLC
August 25, 2010 - March 3, 2011
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
April 18, 2005 - March 3, 2011
RAYMOND JAMES FINANCIAL SERVICES, INC.
February 5, 2003 - April 26, 2005
LPL FINANCIAL LLC
July 26, 2001 - February 24, 2003
VESTAX SECURITIES CORPORATION
Primary Firm SEC Registration
BLUE CHIP PARTNERS, LLC
CRD#: 132437 / SEC#: 801-64705
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/19/2019)
(6/4/2021)
(10/11/2019)
(1/11/2021)
Exams
Current Firm
BLUE CHIP PARTNERS, LLC
CRD#: 132437 / SEC#: 801-64705
Contact information
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,827 |
| AUM (Assets Under Management) | $ 1,536,658,642 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/19/2025 | ||
| 09/12/2024 | ||
| 10/04/2023 | ||
| 04/28/2023 | ||
| 01/04/2023 |
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.
