Daniel Kenneth Brackett
Investment adviser representative at Choreo, LLC
12 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
12 years in the industry.
- Choreo, LLCMay 2026 to now
- Focus Partners Wealth, LLCApr 2025 to Apr 2026
- TIAAJul 2022 to Mar 2025
- TIAA-CREF Individual & Institutional Services, LLCJul 2022 to Mar 2025
- UnemployedMay 2022 to Jul 2022
- Cooke RentalsAug 2021 to May 2022
- TIAAMay 2021 to Aug 2021
- UBS Financial Firm Inc.Mar 2020 to Apr 2021
- University of North Carolina At CharlotteAug 2018 to May 2022
- North Raleigh Christian AcademyAug 2014 to Jun 2018
- Pool ProfessionalsMay 2014 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7240416
- Firm CRD
- 111221