Unclaimed Profile

Matthew Ari Gotlin

CHOREO, LLC·ROCKFORD, Illinois

Clean recordCHOREO, LLC

6735 VISTAGREEN WAY, ROCKFORD, IL 61107CRD# 2498059Firm CRD# 111221

Profile Verification

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

Identity

Matthew Ari Gotlin · ROCKFORD, IL

Registration

CRD #2498059 · CHOREO, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Matthew Ari Gotlin is a registered financial advisor based in ROCKFORD, Illinois, affiliated with CHOREO, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CHOREO, LLC

AUM

$16.0B

Regulatory assets under management

Employees

225

Total firm employees

View all advisors at CHOREO, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2498059

Firm CRD# 111221

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Matthew Ari Gotlin offer?

Matthew Ari Gotlin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKFORD, Illinois for a consultation.

What are Matthew Ari Gotlin's credentials?

Matthew Ari Gotlin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Ari Gotlin located?

Matthew Ari Gotlin is based in ROCKFORD, Illinois, working with CHOREO, LLC. Their office serves clients in the ROCKFORD metropolitan area and surrounding communities.

How does Matthew Ari Gotlin charge for services?

Matthew Ari Gotlin'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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