Trevor Joe Emery

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

• 08/2012 → 12/2020
  Cosyntris Advisory Network
  Denver, CO
• 12/2020 → 10/2023
  Bdo Wealth Advisors, Llc
  Denver, CO
• 11/2023 → Present
  Choreo, Llc
  Denver, CO

Previous Registrations

• 2021-03-19 → 2023-11-02
  Bdo Wealth Advisors, Llc
  Denver, CO
  Columbia, MD
• 2013-06-25 → 2021-02-05
  Cosyntris Advisory Network, Llc
  Denver, CO
• 2007-11-30 → 2012-09-25
  Wells Fargo Advisors Financial Network, Llc
  Denver, CO
• 2001-02-23 → 2007-12-13
  Citigroup Global Markets Inc.
  Denver, CO
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-03-20
• S63 Uniform Securities Agent State Law Examination
  1996-03-06