David
Smallidge
Choreo, LLC
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About this Advisor
David Smallidge is a financial advisor based in Sumter, South Carolina, working with Choreo, LLC. David has previously held positions at Rsm Us Wealth Management LLC and Choreo, LLC. David has passed the Series 65 regulatory exam and is registered to provide services in South Carolina. Currently, David is part of Choreo, LLC, which operates out of Sumter, South 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
David Smallidge Work History
Choreo, LLC
Rsm Us Wealth Management LLC
Rsm Us Wealth Management LLC
Disclosures
Please visit the SEC profile of David Smallidge 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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