Nickolas Sherek
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, LLCNov 2024 to now
- UBSJul 2023 to Nov 2024
- U.S. BankJun 2022 to May 2023
- Advantage Solutions: Sales, Marketing, TechnologyMay 2021 to Aug 2021
- Mississippi Pub Inc.May 2021 to Aug 2021
- UpsDec 2020 to Jan 2021
- SupervalueMar 2020 to Aug 2020
- University of Minnesota - Twin CitiesSep 2019 to May 2023
- Metropolitan Mosquito Control DistrictJun 2019 to Aug 2019
- City of EaganJun 2018 to Aug 2018
- USA HockeyOct 2015 to Mar 2021
- Eagan High SchoolSep 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7751581
- Firm CRD
- 111221