Samuel
Nelson
Choreo, LLC
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About this Advisor
Samuel Nelson is a financial advisor based in Rockford, Illinois, working with Choreo, LLC. Samuel has previously held positions at Charles Schwab & Co., Inc, Chipotle Mexican Grill, and Choreo, LLC. Samuel has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Samuel is part of Choreo, LLC, which operates out of Rockford, Illinois. 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
Services Offered
Fee Structure
Office Location
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Choreo, LLC Brokerage Details
$16,030,866,060
225
24,966
$642,108
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
Samuel Nelson Work History
Choreo, LLC
Charles Schwab & Co., Inc
Chipotle Mexican Grill
Disclosures
Please visit the SEC profile of Samuel Nelson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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