Derek Matthew Vasko
Investment adviser representative at Choreo, LLC
13 yearsExperience
1 stateRegistered in
CFADesignation
$19.1BFirm assets
Are you Derek Matthew Vasko? Claim your profile
Contact this firm
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, LLCNov 2020 to now
- Rsm US Wealth Management LLCOct 2020 to now
- London Stock Exchange GroupJun 2019 to Oct 2020
- LPL FinancialDec 2013 to May 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 4865386
- Firm CRD
- 111221