William Joseph Fisher

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

• 01/2010 → 01/2021
  Penserv Plan Services, Inc.
  Columbia, SC
• 01/2021 → 03/2026
  Northeast Financial Group, Inc
  Allentown, PA
• 03/2026 → Present
  Choreo, Llc
  Allentown, PA

Previous Registrations

• 2025-08-15 → 2026-03-05
  Northeast Financial Group, Inc.
  Allentown, PA
• 2002-07-02 → 2010-09-29
  Equitable Advisors, Llc
  Bethlehem, PA
  Allentown, PA
  Bethlehem, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-23
• S63 Uniform Securities Agent State Law Examination
  1991-07-22

Other Names

• William J Fisher