Stephen David Sear
Investment adviser representative at Choreo, LLC
18 yearsExperience
3 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
18 years in the industry.
- Choreo, LLCJan 2023 to now
- Enso Wealth ManagementJan 2020 to Jan 2023
- Morgan Stanley Private Bank, National AssociationJan 2015 to Jan 2020
- Morgan Stanley Smith BarneyJun 2009 to Jan 2020
- Citigroup Global Markets, Inc.Nov 2008 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 3 states (CA, NV, 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
- 4513156
- Firm CRD
- 111221