Sydney
Cross
Choreo, LLC
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About this Advisor
Sydney Cross is a financial advisor based in Charlotte, North Carolina, working with Choreo, LLC. Sydney has previously held positions at Unc Charlotte, Amc Movies, The Vanguard Group, Jacqueline Fish, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, and Choreo, LLC. Sydney has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Sydney 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
Sydney Cross Work History
Choreo, LLC
Jacqueline Fish
Northwestern Mutual Investment Services LLC
Northwestern Mutual Wealth Management Company
Jacqueline Fish
The Vanguard Group
Unc Charlotte
Amc Movies
Disclosures
Please visit the SEC profile of Sydney Cross 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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