Choreo, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

111221

SEC number

801-57236

Firm type

RIA

Assets under management

$19.1B as of Mar 25, 2026

Website

www.facebook.com/choreoadvisors ↗

Phone

888-312-2467

Address

6735 Vistagreen Way, Rockford, IL, 61107

Advisors at this firm

104 in our index · page 2 of 3

• Ryne HenrichCRD 7419573 · Cedar Rapids, IA
  IA RegisteredRegistration inactive
• Noah Benjamin JacobsonCRD 5470622 · Petaluma, CA
  IA Registered
• Peter Paul JenkinsCRD 2443917 · Columbia, MD
  IA Registered
• Steven Eric KelleyCRD 4594758 · Madison, WI
  IA Registered
• Jacob Aaron KerseyCRD 7219937 · Mishawaka, IN
  IA Registered
• Jacqueline Ann KronewitterCRD 3255004 · Mishawaka, IN
  IA Registered
• Scott Bernard KrowczykCRD 4725656 · Rockford, IL
  IA Registered
• Terri Creekmore LaflamCRD 6920052 · Potomac, MD
  IA Registered
• Michael LinCRD 6036087 · Potomac, MD
  IA Registered
• William George LoweryCRD 1289599 · Chicago, IL
  IA Registered
• Michael Joseph LynchCRD 3093476 · New York, NY
  IA Registered
• Eli Nathan LernerCRD 7260624 · Columbia, MD
  IA RegisteredRegistration inactive
• Jessica Lynn MacklinCRD 6716261 · Rockford, IL
  IA Registered
• Keith Robert MayhewCRD 4404274 · Potomac, MD
  IA Registered
• Donald Dean MccormickCRD 5332551 · Irvine, CA
  IA Registered
  Disclosure event(s) on record
• Lawrence Kenneth MilesCRD 4549340 · Park City, UT
  IA Registered
• James Michael MorganCRD 6408886 · Columbia, MD
  IA RegisteredRegistration inactive
• Bryan David MoscinskiCRD 5653893 · Rockford, IL
  IA RegisteredRegistration inactive
• Birju R. MunshiCRD 5660028 · Madison, WI
  IA RegisteredRegistration inactive
• Michael John NicoliniCRD 2308095 · Mishawaka, IN
  IA Registered
• Sheri Werner NickolasCRD 8200159 · Richmond, VA
  IA Registered
• Kyle O'neillCRD 7930843 · Allentown, PA
  IA Registered
• Abigail Catherine O'rourkeCRD 7800941 · Rockford, IL
  IA Registered
• Robin Leola PatinCRD 6649238 · Orinda, CA
  IA RegisteredRegistration inactive
• Zachary Thomas PearsallCRD 7658823 · Chicago, IL
  IA Registered
• Kathryn Jean PlanckCRD 6954234 · Peoria, IL
  IA Registered
• Peter Christopher PapeCRD 6732470 · Allentown, PA
  IA RegisteredRegistration inactive
• Jeffrey Scott RamseyCRD 1799247 · Minneapolis, MN
  IA Registered
  Disclosure event(s) on record
• Cameron Jason RebantCRD 7562104 · Charlotte, NC
  IA RegisteredRegistration inactive
• Andrea Marie RingleinCRD 8017809 · Petaluma, CA
  IA Registered
• Christa Liane Rubenzer SchonscheckCRD 6082657 · Madison, WI
  IA RegisteredRegistration inactive
• Mary Patricia SaylorCRD 5789476 · Berwyn, PA
  IA Registered
• Stephen David SearCRD 4513156 · Reno, NV
  IA RegisteredRegistration inactive
• William Carlton ShepherdCRD 7184947 · Richmond, VA
  IA Registered
• Jordan Mary ShuckCRD 7266012 · Potomac, MD
  IA Registered
• David Jon SmallidgeCRD 5251577 · Sumter, SC
  IA Registered
• Anthony Christopher SpanoCRD 4550857 · Potomac, MD
  IA Registered
• Jan Marie SteckerCRD 1490087 · Minneapolis, MN
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Evan James StoutCRD 7056507 · Charlotte, NC
  IA Registered
• Nickolas SherekCRD 7751581 · Charlotte, NC
  IA RegisteredRegistration inactive
• Joseph K SternCRD 2274803 · Petaluma, CA
  IA RegisteredRegistration inactive
• Nino SujashviliCRD 8264282 · Columbia, MD
  IA Registered
• Thomas Ronald SylvesterCRD 7447909 · Allentown, PA
  IA Registered
• Edward E ThompsonCRD 2251964 · Madison, WI
  IA Registered
• Peter William TomaschCRD 4974772 · Tysons Corner, VA
  IA Registered
• Andrew Erik ThompsonCRD 4616616 · Pleasanton, CA
  IA RegisteredRegistration inactive
• Dominic Loyola VoilandCRD 7730184 · Allentown, PA
  IA Registered
• Candida Marie WeinrickCRD 4726120 · Marlton, NJ
  IA RegisteredRegistration inactive
• Timothy Lee WesbrookCRD 6969764 · Cedar Rapids, IA
  IA RegisteredRegistration inactive
• Christopher Gerald WidingCRD 3121011 · Weston, FL
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.