Matthew C. Kline

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

• 09/2015 → 10/2016
  Jpmorgan Securities Llc
  Newark, DE
• 08/2014 → 10/2016
  Jpmorgan Chase Bank
  Newark, DE
• 10/2016 → 05/2021
  Morgan Stanley & Co., Llc
  Baltimore, MD
• 06/2021 → 05/2023
  Chesapeake Financial Advisors
  Towson, MD
• 05/2023 → 03/2026
  Herbein Financial Group, Llc
  Wyomissing, PA
• 03/2026 → Present
  Choreo, Llc
  Allentown, PA

Previous Registrations

• 2023-06-15 → 2026-03-12
  Herbein Financial Group, Llc
  Wyomissing, PA
  Allentown, PA
• 2021-07-03 → 2023-05-23
  Chesapeake Financial Advisors
  Towson, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-02

Other Names

• Matt Kline
• Matthew C Kline
• Matthew C Kline
• Matthew Christian Kline