Taylor Mcclellan Greenleaf
Investment adviser representative at Choreo, LLC
22 yearsExperience
2 statesRegistered 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
22 years in the industry.
- Choreo, LLCJan 2023 to now
- Enso Wealth Management, LLCAug 2017 to Jan 2023
- Greenleaf & Burleson Wealth Management, LLCMay 2004 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (CA, OR).
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
- 4110252
- Firm CRD
- 111221