Peter Andrew Freddoso

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

• 10/2016 → 06/2019
  Fidelity Brokerage Services Llc
  South Bend, IN
• 02/2016 → 09/2016
  Knights Of Columbus Insurance - Stackowicz Agency
  South Bend, IN
• 07/2019 → 02/2022
  Rsm Us Wealth Management Llc
  Elkhart, IN
• 02/2022 → Present
  Choreo, Llc
  Mishawaka, IN

Previous Registrations

• 2018-11-07 → 2019-06-12
  Fidelity Personal And Workplace Advisors
  South Bend, IN

Exams

• S66 Uniform Combined State Law Examination
  2017-02-24

Designations

• Certified Financial Planner

Other Names

• Peter Andrew Freddoso
• Peter A Freddoso