David S. Foret

BLUE CHIP PARTNERS

Farmington Hills, MI 48331

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CRD#: 5995048

Professional summary

David Scott Foret, CFP®, who also goes by D. Scott Foret, Scott Foret, is a registered financial advisor currently at BLUE CHIP PARTNERS, LLC located in Farmington Hills, Michigan.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. David has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

D. Scott Foret | Scott Foret

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 David Scott Foret'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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

May 19, 2017 - Present

BLUE CHIP PARTNERS, LLC

Office #1: 38505 Country Club Drive Suite 150, Farmington Hills, MI 48331

RIA

CRD#: 132437

Farmington Hills, MI

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".

BLUE CHIP PARTNERS, LLC

BLUE CHIP PARTNERS, INC. | STEINBERG PLANNING AND INVESTMENTS, LTD | STEINBERG PLANNING AND INVESTMENT MANAGEMENT, LTD. | BLUE CHIP PARTNERS, LLC

CRD#: 132437 / SEC#: 801-64705

RIA

Registered Investment Advisory firm - (9/30/2005 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

Florida
(5/5/2022)

IAR

Michigan
(5/19/2017)

IAR

Texas
(3/16/2022)

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

IAR

Series 65

Date: 5/18/2017

Uniform Investment Adviser Law Examination

Current Firm

BLUE CHIP PARTNERS, LLC

BLUE CHIP PARTNERS, INC. | STEINBERG PLANNING AND INVESTMENTS, LTD | STEINBERG PLANNING AND INVESTMENT MANAGEMENT, LTD. | BLUE CHIP PARTNERS, LLC

CRD#: 132437 / SEC#: 801-64705

RIA

Registered Investment Advisory firm - (9/30/2005 Approved)

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Contact information

Main Address

38505 Country Club Drive Suite 150, Farmington Hills, MI 48331

Mailing Address

Phone number

(248) 848-1111

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ANNUAL ADV PART 2 DISCLOSURE BROCHURE - FY 2024 (3/27/2025)

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	Cover Page	Report
09/12/2024	Cover Page	Report
10/04/2023	Cover Page	Report
04/28/2023	Cover Page	Report
01/04/2023	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.

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David S. Foret

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Scott Foret's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUE CHIP PARTNERS, LLC

Primary Firm SEC Registration

BLUE CHIP PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/18/2017

Current Firm

BLUE CHIP PARTNERS, LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BLUE CHIP PARTNERS, LLC

TRUST BUT VERIFY

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