Eli
Lerner

Choreo, LLC

CRD#7260624
Investment Advisor
in Columbia, MD

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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

Series 66, 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

10960 Grantchester Way Suite 500
Columbia, MD 21044

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Choreo, LLC Brokerage Details

Total Assets Under Management

$16,030,866,060

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

225

MD Average: 44
Total Number of Accounts

24,966

MD Average: 2,564
Average Account Size

$642,108

MD 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

Eli Lerner Work History

2023 - Present (1 year)

Choreo, LLC

2021 - 2023 (2 years)

Bdo Wealth Advisors, LLC

2020 - 2021 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2019 (< 1 year)

West Financial Services

2017 - 2017 (< 1 year)

Camp Ramah New England

2017 - 2017 (< 1 year)

Ghp Investment Advisors

2016 - 2016 (< 1 year)

Camp Ramah New England

2016 - 2020 (4 years)

University Of Maryland

2015 - 2015 (< 1 year)

North Chevy Chase Swimming Pool Association

2010 - 2016 (6 years)

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.

Financial Advisors at Choreo, LLC

Tyler Coder
Des Moines, IA
Chloe Hanson
Rockford, IL
Zachary Pearsall
Rockford, IL
Mark Pniak
Rockford, IL
Donte' Blanchard
Rockford, IL
Art Steven Federis
Los Angeles, CA
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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