Sabine
Vellucci
Choreo, LLC
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About this Advisor
Sabine Vellucci is a financial advisor operating out of Charlotte, North Carolina with a total of 7 years of relevant experience. Vellucci currently works for Choreo, LLC. Their career trajectory has included roles at Carolinas Investment Consulting LLC, Rsm Us Wealth Management LLC and Choreo, LLC. Vellucci holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in North Carolina. Choreo, LLC is a financial advisory firm based in Minneapolis, MN. It has offices in 31 locations and a total of 189 people on staff. It controls $12 billion in assets under management across its 21,280 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 18 charitable organizations. Of its 21,280 customer accounts, 64% belong to high-net-worth individuals who have greater than $1 million in investable assets. The company offers 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. A financial advisor's fee schedules usually vary depending on which services the firm provides the client. However, 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
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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
Sabine Vellucci Work History
Sabine has been registered as a financial advisor for 7 years.*
Choreo, LLC
Rsm Us Wealth Management LLC
Rsm Us Wealth Management LLC
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 Sabine Vellucci 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 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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