Scott
Hitchcock

Choreo, LLC

CRD#2083762
Investment Advisor
in Minneapolis, MN

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About this Advisor

Scott Hitchcock is a financial advisor operating out of Minneapolis, Minnesota who has 20 years of industry experience. Hitchcock works at Choreo, LLC. Over the course of their career, they have held roles at Rsm Us Wealth Management LLC and Choreo, LLC. Hitchcock holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Texas and Washington. Choreo, LLC is a registered investment company that has its headquarters in Minneapolis, MN. The firm has offices in 31 locations and a total of 189 employees. It oversees $12 billion in total assets across its 21,280 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 18 charities and foundations. Of its 21,280 accounts, 64% are associated with high-net-worth individuals who have at least $1 million in assets. The company provides a broad array 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. Fees for financial management are based on which services the firm provides the client. Fees billed by Choreo, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

20 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

801 Nicollet Mall Suite 1200
Minneapolis, MN 55402

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Choreo, LLC Brokerage Details

Total Assets Under Management

$12,190,108,351

MN Average: $5,289,111,388
Total Number of Employees

189

MN Average: 157
Total Number of Accounts

21,280

MN Average: 8,262
Average Account Size

$572,843

MN Average: $640,173

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

Scott Hitchcock Work History

Scott has been registered as a financial advisor for 20 years.*

2022 - Present (2 years)

Choreo, LLC

2003 - 2022 (19 years)

Rsm Us Wealth Management 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 Scott Hitchcock 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

Nicholas Bertozzi
Richmond, VA
Todd Rowe
Charlotte, NC
Kevin Kielma
Minneapolis, MN
Sean Harrell
Petaluma, CA
Tyler Coder
Des Moines, IA
Ryan Miller
Minneapolis, MN
Mark Pniak
Rockford, IL
Brent Hulbert
Des Moines, IA

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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