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Lisa Tamburini

General Counsel and Chief Compliance Officer at Choreo

Officer record from the firm’s Form ADVForm ADV filed 30 September 2026

Lisa Tamburini is General Counsel and Chief Compliance Officer of Choreo, LLC, a Rockford investment adviser.

Role at Choreo

Title on Schedule A
General Counsel and Chief Compliance Officer
Control
Lisa Tamburini is a control person of Choreo.
Ownership
An individual ownership band is not available in the source record.
Tenure
Lisa Tamburini has held the filed role since July 2021.

The firm

Choreo, LLC
Rockford, IL

Form ADV filed 30 September 2026

$19.1B AUM6,891 clients97 advisers26 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Lisa Tamburini is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Lisa Tamburini
CRD
5736810
Firm
Choreo, LLC
Record basis
Form ADV officer listing
Firm bio
choreoadvisors.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

The official firm page lists Lisa Tamburini as Chief Compliance Officer and General Counsel. Official firm biography/team page

Common questions

Where does Lisa Tamburini work?

Lisa Tamburini has been General Counsel and Chief Compliance Officer of Choreo, LLC since July 2021, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 September 2026

Leadership at Choreo

Sources

  1. IAPD individual lookup, CRD 5736810. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Choreo, LLC, filed 30 September 2026. Title, control and ownership bands.
  3. Choreo team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Lisa Tamburini or Choreo, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.