Eli Nathan Lerner
Investment adviser representative at Choreo, LLC
10 yearsExperience
3 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, LLCNov 2023 to now
- Bdo Wealth Advisors, LLCApr 2021 to Oct 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2020 to Apr 2021
- West Financial ServicesJun 2019 to Aug 2019
- Camp Ramah New EnglandJul 2017 to Aug 2017
- Ghp Investment AdvisorsJun 2017 to Jul 2017
- University of MarylandAug 2016 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (MD, NY, VA).
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
- 7260624
- Firm CRD
- 111221