James Boyd Waller

Employer firm

Choreo, LLC CRD 111221

$19.1B regulatory AUM 244 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• ADVISORY SERVICES INCLUDING INVESTMENT REVIEW AND REPORTING OF NON-MANAGED ASSETS AND RETIREMENT PLAN SERVICES TO PLANS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1998 → 01/2020
  Biegel & Waller Llp
  Columbia, MD
• 09/2000 → 01/2020
  Biegel & Waller Llc
  Columbia, MD
• 01/2020 → 10/2023
  Bdo Wealth Advisors, Llc
  Columbia, MD
• 01/2020 → 10/2023
  Bdo Usa, P.A.
  Columbia, MD
• 11/2023 → Present
  Choreo, Llc
  Columbia, MD

Previous Registrations

• 2020-02-06 → 2023-11-02
  Bdo Wealth Advisors, Llc
  Columbia, MD
  Columbia, MD
• 2000-11-13 → 2020-01-24
  Biegel Waller Investment Advisory Services
  Columbia, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-06-04

Other Names

• James B Waller