Michael Joseph Lynch
Investment adviser representative at Choreo, LLC
11 yearsExperience
9 statesRegistered in
CFA, CFP® certificationDesignations
$19.1BFirm assets
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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
11 years in the industry.
- Choreo, LLCNov 2023 to now
- Bdo Wealth Advisors, LLCDec 2018 to Oct 2023
- Ot: Optimized Transitions, Independent Investment Counsel, LLCJun 2015 to Dec 2018
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 9 states (CA, CO, IL, MA, MI, NY, PA, TX, WA).
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
- 3093476
- Firm CRD
- 111221