Katherine
Murphy
Choreo, LLC
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About this Advisor
Katherine Murphy is a financial advisor based in Charlotte, North Carolina who has 4 years of industry experience. Murphy works at Choreo, LLC. During their career, Murphy has held roles at Carolinas Investment Consulting LLC, Pnc Investments and Rsm Us Wealth Management LLC. Murphy has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in New York, North Carolina and Texas. Choreo, LLC is a financial advisory company headquartered in Minneapolis, MN. The company has offices in 31 locations and a total of 189 advisors. It manages $12 billion in assets among its 21,280 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 18 charitable organizations. Of its 21,280 accounts, 64% are associated with high-net-worth individuals who have more than $1 million in assets. Choreo, LLC performs a wide assortment of services, such as 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. Financial management fee schedules typically depend on the financial services offered. Fees billed by Choreo, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Katherine Murphy Work History
Katherine has been registered as a financial advisor for 4 years.*
Rsm Us Wealth Management LLC
Pnc Investments
Carolinas Investment Consulting LLC
*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 Katherine Murphy 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
Minneapolis, MN
Minneapolis, MN
Des Moines, IA
Richmond, VA
Petaluma, CA
Charlotte, NC
Rockford, IL
Minneapolis, MN
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.
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