Erik Walter Merkau

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

• 08/2016 → 05/2022
  Jpmorgan Securities Llc
  Columbus, OH
• 07/2016 → 05/2022
  Chase
  Columbus, OH
• 05/2022 → 09/2024
  Edelman Financial Engines Advisors
  Boston, MA
• 09/2024 → 01/2025
  Unemployed
  Boston, MA
• 01/2025 → Present
  Merkau 380, Llc
  Boston, MA
• 12/2025 → Present
  Choreo, Llc
  Boston, MA

Previous Registrations

• 2016-09-20 → 2022-05-19
  J.P. Morgan Securities Llc
  Columbus, OH
• 2014-03-20 → 2016-07-27
  Scottrade Investment Management
  Saint Louis, MO
• 2009-09-18 → 2013-06-06
  Td Ameritrade, Inc.
  Omaha, NE
  Omaha, NE
• 2009-09-18 → 2013-06-06
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 2007-12-11 → 2009-06-25
  Wells Fargo Investments, Llc
  San Francisco, CA
  San Francisco, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-10-08

Designations

• Chartered Financial Analyst

Other Names

• Erik Walter Merkau
• Erik Walter Merkau
• Erik W Merkau
• Erik Merkau