April
Hayden

Choreo, LLC

CRD#7644925
Investment Advisor
in Fleming Island, FL

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About this Advisor

April Hayden is a financial advisor based in Fleming Island, Florida, working with Choreo, LLC. April has previously held positions at Bdo Wealth Advisors, LLC, Operation New Uniform, Unemployed/Moving, University Of California, San Diego Special Collections Library, Sun Up Zero Down, Sgs North America, and Choreo, LLC. April is registered to provide services in Florida, New York, and Texas. Currently, April is part of Choreo, LLC, which operates out of Fleming Island, Florida. The firm has 33 offices and 225 employees. The firm manages assets totaling $16.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Choreo, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Fleming Island, FL

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Choreo, LLC Brokerage Details

Total Assets Under Management

$16,030,866,060

FL Average: $6,674,516,078
Total Number of Employees

225

FL Average: 44
Total Number of Accounts

24,966

FL Average: 2,564
Average Account Size

$642,108

FL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

April Hayden Work History

2023 - Present (1 year)

Choreo, LLC

2022 - 2023 (1 year)

Bdo Wealth Advisors, LLC

2021 - 2022 (1 year)

Bdo Wealth Advisors, LLC

2018 - 2021 (3 years)

Bdo Wealth Advisors, LLC

2016 - 2018 (2 years)

Operation New Uniform

2016 - 2016 (< 1 year)

Unemployed/Moving

2015 - 2016 (1 year)

University Of California, San Diego Special Collections Library

2014 - 2015 (1 year)

Sun Up Zero Down

2013 - 2014 (1 year)

Sgs North America

Disclosures

Please visit the SEC profile of April Hayden to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Choreo, LLC

Zachary Pearsall
Rockford, IL
Chloe Hanson
Rockford, IL
Jordan Shuck
Rockford, IL
Mark Pniak
Rockford, IL
Donte' Blanchard
Rockford, IL
Andrew Lynch
South Bend, IN
Alexander Draves
Madison, WI
Jacob Kersey
Rockford, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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