Raymond Max Morrill
Investment adviser representative at Choreo, LLC
10 yearsExperience
4 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
10 years in the industry.
- Choreo, LLCJul 2026 to now
- Choreo, LLCFeb 2022 to Jun 2026
- Rsm US Wealth Management LLCMar 2017 to Feb 2022
- Argosy Wealth ManagementJun 2016 to Mar 2017
- Cetera Advisor Networks LLCJun 2016 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 4 states (CA, NC, 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
- 6126449
- Firm CRD
- 111221