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Matthew Jeffrey Allen

Choreo, LLC

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About Matthew Jeffrey Allen

Matthew Allen is a financial advisor with Choreo, LLC. Matthew holds the Series 63 and Series 65 licenses and is also a Certified Financial Planner. Matthew is registered to offer investment advisory services in North Carolina. Matthew has previously worked at Vanguard Marketing Corporation.

Firm Information

Matthew Allen is currently registered with Choreo, LLC. Choreo, LLC is an investment advisor based in Rockford, IL, with 12 licensed agents, 6 registered representatives, and 129 investment advisory functions. The firm manages approximately $16 billion in assets for a variety of clients including high-net-worth individuals, corporations, charitable organizations, and pension plans. They offer a range of advisory services including financial planning, portfolio management, retirement plan services, and selection of other advisors.
Choreo, LLC

6735 VISTAGREEN WAY

ROCKFORD, IL 61107

$16.03B

Assets Under Management

659

Total Clients

125

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory services including investment review and reporting of non-managed assets and retirement plan services to plans

Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Allen’s Registration & Firm History

NC

07/01/2022 - Present

Choreo, LLC (CHARLOTTE NC)

NC

08/05/2021 - 05/17/2022

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 07/01/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/19/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/05/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/10/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Jeffrey Allen.
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