Katherine
Murphy
Choreo, LLC
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About this Advisor
Katherine Murphy is a financial advisor based in Charlotte, North Carolina, working with Choreo, LLC. Katherine has previously held positions at Carolinas Investment Consulting LLC, Pnc Investments, and Rsm Us Wealth Management LLC. Katherine has passed the Series 66 regulatory exam and is registered to provide services in New York, North Carolina, and Texas. Currently, Katherine is part of Choreo, LLC, which operates out of Charlotte, North Carolina. 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
Katherine Murphy Work History
Rsm Us Wealth Management LLC
Pnc Investments
Carolinas Investment Consulting LLC
Disclosures
Please visit the SEC profile of Katherine Murphy 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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