Nicholas Roger Bertozzi
Investment adviser representative at Choreo, LLC
13 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
13 years in the industry.
- Choreo, LLCJan 2023 to now
- Cherry Bekaert Wealth Management LLCOct 2018 to Dec 2022
- Sbk Financial, Inc.Sep 2018 to Oct 2018
- Cherry Bekaert Wealth ManagementJan 2013 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 4666789
- Firm CRD
- 111221