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Inactive

Eli Nathan Lerner

Choreo, LLC

Columbia, MD

Rockford, IL

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Current Employers
Choreo, Llc

6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-07-17
VA RA APPROVED 2026-07-17
MD RA APPROVED 2025-01-22
  • NY RA
    APPROVED
    Since 2026-07-17
  • VA RA
    APPROVED
    Since 2026-07-17
  • MD RA
    APPROVED
    Since 2025-01-22

Branch Locations

10960 Grantchester Way Suite 500, Columbia, MD 21044 • United States

6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 06/2020 04/2021
Camp Ramah New England Palmer MA 07/2017 08/2017
Ghp Investment Advisors Denver CO 06/2017 07/2017
West Financial Services Mclean VA 06/2019 08/2019
University Of Maryland College Park MD 08/2016 06/2020
Bdo Wealth Advisors, Llc Columbia MD 04/2021 10/2023
Choreo, Llc Columbia MD 11/2023 Present
  • 06/2020 → 04/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Hunt Valley, MD
  • 07/2017 → 08/2017
    Camp Ramah New England
    Palmer, MA
  • 06/2017 → 07/2017
    Ghp Investment Advisors
    Denver, CO
  • 06/2019 → 08/2019
    West Financial Services
    Mclean, VA
  • 08/2016 → 06/2020
    University Of Maryland
    College Park, MD
  • 04/2021 → 10/2023
    Bdo Wealth Advisors, Llc
    Columbia, MD
  • 11/2023 → Present
    Choreo, Llc
    Columbia, MD
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-19
  • S66 Uniform Combined State Law Examination
    2021-02-19
Designations
Other Names
  • Eli Lerner

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · COLUMBIA, MD
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Columbia , MD
TRANSAMERICA FINANCIAL ADVISORS, LLC · COLUMBIA, MD
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Columbia, MD
WHITE OAK WEALTH MANAGEMENT · COLUMBIA, MD
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WHITE OAK WEALTH MANAGEMENT · COLUMBIA, MD
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