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Barbara Devine

Choreo, LLC
35 Years of Experience
Denver, CO
View SEC Summary
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Barbara Devine is a registered investment advisor at Choreo, LLC, based in Denver, CO, with 35 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 6,891 clients with $19B in assets under management.

Choreo, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
146 advisors
Number of Clients
6,891 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$19.1B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$8,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

The annual rate generally does not exceed 1.5% per year unless otherwise agreed with the client. Fees are negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

303 E. 17th Avenue, Suite 810, Denver, CO, 80203

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Barbara is an Associate Director at Choreo Advisors LLC, a registered investment advisor, dedicating about a quarter of her time. She is also a Registered Representative with Purshe Kaplan Sterling Investments since 2012.

Employment History
Current Registrations
Choreo, LLC
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Bdo Wealth Advisors, LLC
March 2021 - November 2023 · 2 yrs 8 mos
Cosyntris Advisory Network, LLC
January 2013 - February 2021 · 8 yrs 1 mo
Purshe Kaplan Sterling InvestmentsBroker
September 2012 - August 2025 · 12 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
November 2007 - September 2012 · 4 yrs 10 mos
Wells Fargo Advisors Financial Network, LLC
November 2007 - September 2012 · 4 yrs 10 mos
Citigroup Global Markets INC.
February 2007 - December 2007 · 10 mos
Citigroup Global Markets INC.Broker
July 2006 - December 2007 · 1 yr 5 mos
A. G. Edwards & Sons, INC.Broker
February 2004 - June 2006 · 2 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
January 2002 - February 2004 · 2 yrs 1 mo
Robert W. Baird & CO. IncorporatedBroker
January 1999 - January 2002 · 3 yrs
George K. Baum & CompanyBroker
May 1994 - November 1998 · 4 yrs 6 mos
George K. Baum & CompanyBroker
March 1991 - May 1994 · 3 yrs 2 mos
State Registrations3 states
CONYTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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