Matthew Alfonso Casatico
Investment adviser representative at Choreo, LLC
11 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
11 years in the industry.
- Choreo, LLCMay 2025 to now
- Aldrich WealthFeb 2022 to May 2025
- Ameritas Advisory Services, LLCNov 2021 to Feb 2022
- Ameritas Investment Company, LLCMay 2020 to Feb 2022
- Charity Benefit AuctionsFeb 2020 to Jan 2022
- Ameritas Life Insurance CorpSep 2019 to Feb 2022
- David White & AssociatesSep 2019 to Feb 2022
- UnemployedJun 2019 to Aug 2019
- Uber EatsMay 2018 to Aug 2018
- Nevada Premier ValetJan 2018 to Mar 2019
- TowneparkJan 2017 to Feb 2019
- University of Nevada, RenoJul 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7237030
- Firm CRD
- 111221