Christopher Gerald Widing

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

• 08/2014 → 09/2016
  Gsk Wealth Advisors, Inc. (Fka Kr Financial Services, Inc.)
  Fort Lauderdale, FL
• 08/2016 → 10/2023
  Bdo Wealth Advisors, Llc
  Fort Lauderdale, FL
• 11/2023 → Present
  Choreo, Llc
  Ft. Lauderdale, FL

Previous Registrations

• 2016-10-20 → 2023-11-02
  Bdo Wealth Advisors, Llc
  Fort Lauderdale, FL
• 2014-08-21 → 2016-10-04
  Gsk Wealth Advisors, Inc.
  Fort Lauderdale, FL
• 2006-07-31 → 2014-06-03
  Wells Fargo Clearing Services, Llc
  Columbus, OH
• 2005-10-07 → 2006-08-03
  Keybanc Capital Markets Inc.
  Dublin, OH
  Dublin, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-09-22
• S63 Uniform Securities Agent State Law Examination
  2000-09-08

Designations

• Certified Financial Planner