Unclaimed Profile

Matthew Ari Gotlin

CHOREO, LLC·ROCKFORD, Illinois

Series 65Clean record16 years registeredCHOREO, 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 · 16 years registered

Brand Profile

Not yet started

Career History

CHOREO, LLC

Nov 2023 – present

BDO WEALTH ADVISORS, LLC

Feb 2020 – Nov 2023

COLUMBIA, MD

BIEGEL WALLER INVESTMENT ADVISORY SERVICES

Mar 2010 – Jan 2020

COLUMBIA, MD

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 5, 2010

Years registered · 16

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 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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