Jeffrey Margolis is a registered investment advisor at Choreo Partner Alliance, LLC, based in Seattle, WA. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Seattle, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Choreo Partner Alliance, LLC
State Registrations13 states
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Exams
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