Alexander
Draves

Choreo, LLC

CRD#7186372
Investment Advisor
in Madison, WI

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About this Advisor

Alexander Draves is a financial advisor based in Madison, Wisconsin, working with Choreo, LLC. Alexander has previously held positions at Pruco Securities, LLC, Lavelle Industries, Dennies Van Rossum Masonry, Unemployed/Full-Time Education, Prudential Insurance Company Of America, and Choreo, LLC. Alexander has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Alexander is part of Choreo, LLC, which operates out of Madison, Wisconsin. 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

Series 66

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

8020 Excelsior Drive Suite #100
Madison, WI 53717

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Choreo, LLC Brokerage Details

Total Assets Under Management

$16,030,866,060

WI Average: $6,674,516,078
Total Number of Employees

225

WI Average: 44
Total Number of Accounts

24,966

WI Average: 2,564
Average Account Size

$642,108

WI Average: $2,603,165

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

Alexander Draves Work History

2022 - Present (2 years)

Choreo, LLC

2019 - Present (5 years)

Pruco Securities, LLC

2014 - Present (10 years)

Dennies Van Rossum Masonry

2020 - 2022 (2 years)

Prudential Insurance Company Of America

2015 - 2017 (2 years)

Lavelle Industries

2014 - 2015 (1 year)

Unemployed/Full-Time Education

Disclosures

Please visit the SEC profile of Alexander Draves 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

Jan Stecker
Minneapolis, MN
Cindy Judas
West Des Moines, IA
Jordan Shuck
Rockford, IL
Christopher Widing
Rockford, IL
Donte' Blanchard
Rockford, IL
Susan Arnett
Rockford, IL
Alexander Draves
Madison, WI
Jacob Kersey
Rockford, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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