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Candida Weinrick

Choreo, LLC
20 Years of Experience
Marlton, NJ
View SEC Summary
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Candida Weinrick is a registered investment advisor at Choreo, LLC, based in Marlton, NJ, with 20 years of industry experience. Candida 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

Marlton, NJ

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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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Employment History
Current Registrations
Choreo, LLC
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Morgan Stanley
January 2021 - November 2024 · 3 yrs 10 mos
Morgan StanleyBroker
January 2021 - November 2024 · 3 yrs 10 mos
UBS Financial Services INC.
December 2019 - February 2021 · 1 yr 2 mos
UBS Financial Services INC.Broker
December 2019 - February 2021 · 1 yr 2 mos
Hightower Advisors, LLC
March 2017 - November 2019 · 2 yrs 8 mos
Hightower Securities, LLCBroker
March 2017 - November 2019 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2014 - March 2017 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2014 - March 2017 · 2 yrs 6 mos
Janney Montgomery Scott LLC
July 2013 - September 2014 · 1 yr 2 mos
Janney Montgomery Scott LLCBroker
July 2013 - September 2014 · 1 yr 2 mos
Morgan Stanley
June 2009 - August 2013 · 4 yrs 2 mos
Morgan StanleyBroker
June 2009 - August 2013 · 4 yrs 2 mos
Citigroup Global Markets INC.
August 2008 - June 2009 · 10 mos
Citigroup Global Markets INC.Broker
November 2007 - June 2009 · 1 yr 7 mos
Raymond James Financial Services, INC.Broker
September 2005 - August 2007 · 1 yr 11 mos
State Registrations1 state
NJ
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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