Emily E. Prater
Professional summary
Emily Elizabeth Prater, who also goes by Emily Prater, is a registered financial advisor currently at BLUE CHIP PARTNERS, LLC located in Farmington Hills, Michigan.
Emily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Emily has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Emily Elizabeth Prater's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 6, 2021 - Present
BLUE CHIP PARTNERS, LLC
Office #1: 38505 Country Club Drive Suite 150, Farmington Hills, MI 48331Primary 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
(5/12/2022)
(12/6/2021)
(3/16/2022)
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.
