Thomas Ronald Sylvester
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.
- Choreo, LLCMar 2026 to now
- Kutztown UniversityJan 2022 to May 2024
- Northeast Financial Group, Inc.Jul 2021 to Mar 2026
- Heather Glen Senior LivingMay 2020 to Sep 2020
- Northampton Community CollegeDec 2019 to Jan 2022
- Scott CarsJun 2019 to Dec 2019
- Saucon Valley Country ClubMar 2019 to Apr 2019
- Schuylkill Valley SportsOct 2017 to Dec 2018
- Lehigh Country ClubJun 2016 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7447909
- Firm CRD
- 111221