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CFP

Kevin Shea

Choreo, LLC
25 Years of Experience
Virginia Beach, VA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Kevin Shea is a CFP-designated registered investment advisor at Choreo, LLC, based in Virginia Beach, VA, with 25 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. 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
—
View Full SEC Brochure

Location

222 Central Park Avenue, Suite 1400, Virginia Beach, VA, 23462

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History

Regulatory History (1)
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Criminal
July 2001
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Kevin is an insurance agent for Dempsey Companies and Ash Brokerage, spending about 10-20% of his time and minimal time, respectively, initiating and servicing insurance products. He is also a Registered Representative with Purshe Kaplan Sterling Investments, dedicating a few hours per week, and a full-time Senior Director at Choreo LLC, managing a book of business and charging investment advisory fees.

Employment History
Current Registrations
Choreo, LLC
January 2023 - Present · 3 yrs 9 mos
Purshe Kaplan Sterling InvestmentsBroker
October 2012 - Present · 14 yrs
Previous Registrations
Cambridge Investment Research, INC.Broker
March 2005 - October 2012 · 7 yrs 7 mos
Cap Pro Brokerage Services, INC.Broker
August 2004 - March 2005 · 7 mos
Cherry Bekaert Wealth Management LLC
June 2004 - January 2023 · 18 yrs 7 mos
Park Avenue Securities LLCBroker
December 2003 - August 2004 · 8 mos
Royal Alliance Associates, INC.Broker
March 2001 - September 2003 · 2 yrs 6 mos
State Registrations6 states
CAFLNHNYTXVA
AdvisorBrokerBoth

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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