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Peter Andrew Freddoso

Investment adviser representative at Choreo, LLC
10 yearsExperience
1 stateRegistered 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.

  1. Choreo, LLCFeb 2022 to now
  2. Rsm US Wealth Management LLCJul 2019 to Feb 2022
  3. Fidelity Brokerage Services LLCOct 2016 to Jun 2019

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 1 state (IN).

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
6719512
Firm CRD
111221
Advisor's SEC record (opens in a new tab)
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