Eli
Lerner
Choreo, LLC
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About this Advisor
Eli Lerner is a financial advisor based in Columbia, Maryland, working with Choreo, LLC. Eli has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Charles E. Smith Jewish Day School, North Chevy Chase Swimming Pool Association, Camp Ramah New England, Ghp Investment Advisors, West Financial Services, University Of Maryland, Bdo Wealth Advisors, LLC, and Choreo, LLC. Eli has passed the Series 66 regulatory exam and is registered to provide services in Maryland. Currently, Eli is part of Choreo, LLC, which operates out of Columbia, Maryland. 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
Eli Lerner Work History
Choreo, LLC
Bdo Wealth Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
West Financial Services
Camp Ramah New England
Ghp Investment Advisors
Camp Ramah New England
University Of Maryland
North Chevy Chase Swimming Pool Association
Charles E. Smith Jewish Day School
Disclosures
Please visit the SEC profile of Eli Lerner 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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