Blue Fin Capital, Inc.

Blue Fin Capital, Inc. (CRD# 108451) is a financial advisory firm headquartered in Providence, RI. They manage $244,254,089 in 449 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
10 Weybosset Street, Suite 302b, Providence, RI 02903
http://www.bluefincapital.com
By the Numbers
  • Total Assets Under Management
    244
    MILLION
  • Total Number of Accounts
    449
    ACCOUNTS
  • Average Account Value
    $543,996
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, NY, RI

Financial Advisors at Blue Fin Capital, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Mars Bishop, financial advisor Providence RI
Mars J. Bishop
CRD#: 1992757
10 Weybosset Street, Suite 302b, Providence, RI 02903
96
Wealthminder
score

Mars Bishop (CRD# 1992757) is an Investment Advisor Representative working at Blue Fin Capital, Inc. in Providence, RI and has over 28 years of experience in the finance industry.

2
Richard Carolan, financial advisor Providence RI
Richard F. Carolan
CRD#: 1544525
10 Weybosset Street, Suite 302b, Providence, RI 02903
93
Wealthminder
score

Richard Carolan (CRD# 1544525) is an Investment Advisor Representative working at Blue Fin Capital, Inc. in Providence, RI and has over 21 years of experience in the finance industry.

3
Clark Sammartino, financial advisor Providence RI
Clark A. Sammartino
CRD#: 2299414
10 Weybosset Street, Suite 302b, Providence, RI 02903
93
Wealthminder
score

Clark Sammartino (CRD# 2299414) is an Investment Advisor Representative working at Blue Fin Capital, Inc. in Providence, RI and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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