Neil
Blicher
Choreo, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Neil Blicher is a certified financial planner based out of Charlestown, Massachusetts with 7 years of relevant experience. Blicher is an employee of Choreo, LLC. Over the course of their career, Blicher has held roles at New England Securities, Baystate Wealth Management, Metlife Securities Inc and Rsm Us Wealth Management LLC. Blicher has a Series 63 license, qualifying them as a securities broker, and is approved to operate in Massachusetts, New York and Texas. Choreo, LLC is a registered investment firm based in Minneapolis, MN. The firm has offices in 31 locations and a total of 189 employees. It controls $12 billion in total assets between its 21,280 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 18 charitable organizations. Of its 21,280 customer accounts, 64% are associated with high-net-worth investors who have at least $1 million in investable assets. Choreo, LLC performs a number of services, including 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. Fees for financial management largely are based on which services the firm provides the client. Fee types billed by Choreo, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Choreo, LLC Brokerage Details
$12,190,108,351
189
21,280
$572,843
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
Neil Blicher Work History
Neil has been registered as a financial advisor for 7 years.*
Rsm Us Wealth Management LLC
Metlife Securities Inc
Baystate Wealth Management
New England Securities
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Neil Blicher 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
Petaluma, CA
Rockford, IL
Richmond, VA
Minneapolis, MN
Minneapolis, MN
Charlotte, NC
Des Moines, IA
Charlotte, NC
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
