Brian Anthony Pugal
Investment adviser representative at Choreo, LLC
18 yearsExperience
8 statesRegistered in
CFP® certificationDesignation
$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
18 years in the industry.
- Choreo, LLCJul 2026 to now
- Purshe Kaplan Sterling InvestmentsJul 2026 to now
- Osaic Wealth, Inc.Jun 2024 to Jun 2026
- Securities America, Inc.Sep 2020 to Jun 2024
- Resource Financial Group, Ltd.Aug 2017 to Jun 2026
- Securities Service Network, IncOct 2008 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 8 states (AZ, CA, CO, FL, IL, NH, 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
- 4626115
- Firm CRD
- 111221