BlueLine Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
BlueLine Advisors serves individual clients (including high-net-worth and non‑HNW individuals) as well as institutional entities such as pension and profit‑sharing plans, trusts, estates, and corporations. The firm provides fee‑based investment advisory and portfolio management alongside wealth advisory services, pension consulting, and project‑based financial research.
The firm’s investment approach centers on strategic and tactical asset allocation using exchange‑traded funds and mutual funds, with discretionary, custom management tailored to each client’s objectives and risk tolerance. BlueLine also employs fundamental, technical, quantitative, and cyclical analysis and may implement a broad set of strategies — including options, short sales, margin, and investments in private funds or third‑party managers — depending on client needs.
Compared with many peers, BlueLine regularly acts as a sub‑advisor and provides outsourced Chief Investment Officer and consulting services to other advisers and third‑party programs, an arrangement that is relatively uncommon among supported firms. The firm also reports a substantial portion of assets managed on a non‑discretionary basis and offers fixed‑fee special projects (e.g., divorce consulting, one‑off financial plans), indicating a mix of institutional and bespoke service arrangements beyond typical retail portfolio management.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for special projects and ongoing advisory services, negotiated in advance, ranging from $500 to $50,000
Up to 1.50% annually, negotiable at Advisor’s discretion
Fee-only: Fixed fees for special projects range from $500 to $50,000, negotiated in advance; may include ongoing wealth advisory services charged as fixed fees
Main office
99 Water Street, Suite 3
Exeter NH 03833
Advisors at this office
4
Most active in
Florida · Maine · Massachusetts · New Hampshire
Also doing business as
Blueline Advisors · Blueline Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Leonard T
Series 65
Exeter, NH
BlueLine Advisors
Leonard Turcotte is a financial advisor with BlueLine Advisors in Barrington, NH, holding a Series 65 credential and 13 years of industry experience. He has been with BlueLine Advisors since 2013 and also works with Wolverton-Wrexham LLC. In addition to his financial advisory roles, he has a long-standing career with American Airlines dating back to 1985. BlueLine Advisors provides fee-based investment advisory and wealth management services primarily to individual clients, including high-net-worth individuals, as well as retirement plans, trusts, estates, and business entities. The firm manages portfolios using strategic and tactical asset allocation with a focus on ETFs and mutual funds, and is notable for its sub-advisory services and consulting projects offered to other investment advisers and plan sponsors.
Paula P
CFP®, Series 63, Series 66
Exeter, NH
BlueLine Advisors
Paula Parrish is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at BlueLine Advisors. Her career includes roles at Ally Invest Advisors, Clarfeld Financial Advisors, Citizens Securities, AXA Advisors, and Fidelity Brokerage Services. BlueLine Advisors provides fee-based investment advisory and portfolio management to individual and institutional clients. The firm employs a range of strategies including strategic asset allocation and discretionary management, and it also offers consulting and sub-advisory services to other advisers.
Eric G
Series 65
Exeter, NH
BlueLine Advisors
Eric Giacobba is a Series 65 licensed advisor with 17 years of industry experience. He is currently with BlueLine Advisors and has previously worked at GIA Investment Advisors. Outside of his advisory role, he serves as CEO of Covrd, Inc., a technology company focused on product management, design, sales, and marketing. BlueLine Advisors serves individual and institutional clients, offering fee-based investment advisory, portfolio management, and wealth advisory services. The firm employs a strategic and tactical asset allocation approach using ETFs and mutual funds, with customizable management and a range of analytic techniques and investment strategies tailored to client needs.
Frank S
CFA®, Series 63
Exeter, NH
BlueLine Advisors
Frank Sabin is a CFA® charterholder with 20 years of industry experience and has been with BlueLine Advisors since 2012. He holds a Series 63 license and teaches courses at Southern New Hampshire University outside of his advisory role. BlueLine Advisors provides fee-based investment advisory and wealth management services to individual clients, retirement plans, trusts, estates, and business entities. The firm employs a discretionary portfolio management approach using strategic and tactical asset allocation with a focus on ETFs and mutual funds, and it also serves as a sub-advisor and service provider to other advisers and plan sponsors.
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