Matthew Ari Gotlin
Investment adviser representative at Choreo, LLC
17 yearsExperience
5 statesRegistered in
$19.1BFirm assets
14 yearsFirm in business
Are you Matthew Ari Gotlin? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Choreo, LLCNov 2023 to now
- Bdo Wealth Advisors, LLCJan 2020 to Oct 2023
- Biegel & Waller LLCJan 2009 to Jan 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 5 states (IA, IL, MD, NY, TX).
Choreo, LLC
$19.1BAssets managed
6,891Clients
149Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2498059
- Firm CRD
- 111221