Unclaimed Profile

Molly Festa Mcmillin

CHOREO, LLC·ROCKFORD, Illinois

Clean recordCHOREO, LLC

6735 VISTAGREEN WAY, ROCKFORD, IL 61107CRD# 5143419Firm CRD# 111221

Profile Verification

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

Identity

Molly Festa Mcmillin · ROCKFORD, IL

Registration

CRD #5143419 · CHOREO, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Molly Festa Mcmillin 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# 5143419

Firm CRD# 111221

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Molly Festa Mcmillin offer?

Molly Festa Mcmillin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKFORD, Illinois for a consultation.

What are Molly Festa Mcmillin's credentials?

Molly Festa Mcmillin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Molly Festa Mcmillin located?

Molly Festa Mcmillin is based in ROCKFORD, Illinois, working with CHOREO, LLC. Their office serves clients in the ROCKFORD metropolitan area and surrounding communities.

How does Molly Festa Mcmillin charge for services?

Molly Festa Mcmillin'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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