James Boyd Waller
Investment adviser representative at Choreo, LLC
28 yearsExperience
1 stateRegistered in
$19.1BFirm assets
14 yearsFirm in business
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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
28 years in the industry.
- Choreo, LLCNov 2023 to now
- Bdo USA, P.A.Jan 2020 to Oct 2023
- Bdo Wealth Advisors, LLCJan 2020 to Oct 2023
- Biegel & Waller LLPFeb 1998 to Jan 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 3077926
- Firm CRD
- 111221