TrueAdvisor
TrueAdvisor
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Cameron Jason Rebant

Choreo, LLC
2 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth
Choreo, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
126 advisors
Number of Clients
6,961 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$18.2B

Fee Structure

Minimum Investment:$1M
Minimum Annual Fee:$8,000

Location

227 West Trade Street, Suite 1000, Charlotte, NC, 28202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Choreo, LLC
October 2024 - Present · 1 yr 4 mos
Previous Registrations
UBS Financial Services INC.
September 2023 - September 2024 · 1 yr
UBS Financial Services INC.Broker
July 2023 - September 2024 · 1 yr 2 mos
Hantz Financial Services, INC.Broker
February 2023 - June 2023 · 4 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.