Unclaimed Profile

Gregory Scott Dowler

CHOREO, LLC·ROCKFORD, Illinois

Series 7, Series 24, Series 63, Series 65Clean record22 years registeredCHOREO, LLC

6735 VISTAGREEN WAY, ROCKFORD, IL 61107CRD# 1956623Firm CRD# 111221

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gregory Scott Dowler · ROCKFORD, IL

Registration

CRD #1956623 · CHOREO, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CHOREO, LLC

CHOREO, LLC

Sep 2005 – Nov 2025

ROCKFORD, IL

H&R BLOCK FINANCIAL ADVISORS, INC.

Jan 2004 – Sep 2005

DETROIT, MI

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 14, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHOREO, LLC

CRD 111221 · SEC 801-57236

AUM

$16.0B

Regulatory assets under management

Employees

225

24,966 client accounts

Services offered by CHOREO, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CHOREO, LLC →

Introduction

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Frequently Asked Questions

What services does Gregory Scott Dowler offer?

Gregory Scott Dowler specializes in Financial Planning, Investment Management, Wealth Management.

What are Gregory Scott Dowler's credentials?

Gregory Scott Dowler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Scott Dowler located?

Gregory Scott Dowler is based in ROCKFORD, Illinois, last registered with CHOREO, LLC.

How does Gregory Scott Dowler charge for services?

Gregory Scott Dowler's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHOREO, LLC?

CHOREO, LLC has approximately 225 employees and manages $16.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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