Peter William Tomasch

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

• 08/2015 → 12/2022
  Cherry Bekaert Wealth Management Llc
  Richmond, VA
• 01/2023 → Present
  Choreo, Llc
  Tysons Corner, VA

Previous Registrations

• 2015-09-01 → 2023-01-25
  Cherry Bekaert Wealth Management Llc
  Richmond, VA
  Tysons Corner, VA
  Tysons Corner, VA
• 2015-03-27 → 2015-08-25
  Focus Partners Wealth, Llc
  Richmond, VA
  St. Louis, MO
• 2012-11-14 → 2015-03-31
  Capgroup Advisors
  Richmond, VA

Other Businesses

Commonwealth Community Trust (CCT), 3811 Westerre Parkway, Suite G, Henrico,  VA 23233, Investment-Related. CCT is a 501(3)c that manages a pooled-SNT, Board Member and Finance Committee Member, 10/2017, 5 hours/month devoted during securities trading hours. Oversees the investment manager of the pooled SNT.

Designations

• Certified Financial Planner