Role at Choreo
- Title on Schedule A
- Chief Investment Officer
- Control
- Matthew Gotlin is a control person of Choreo.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Matthew Gotlin has held the filed role since November 2023.
The firm
Career on record
Matthew Gotlin has been registered through Choreo since November 2023, and before that through Bdo Wealth Advisors, LLC and Biegel Waller Investment Advisory Services.
- Bdo Wealth Advisors, LLC– · 4 yearsColumbia, MD · Adviser representative · Firm CRD 222525
- Biegel Waller Investment Advisory Services– · 10 yearsColumbia, MD · Adviser representative · Firm CRD 109597
- Passed Series 65 · 2010
Registrations and exams
Matthew Gotlin has a current investment-adviser registration in Illinois, Iowa, Maryland, New York and Texas and has passed 1 qualifying exam.
| State | Scope | Status | Since |
|---|---|---|---|
| Illinois | Investment adviser representative | Approved | 2 November 2023 |
| Iowa | Investment adviser representative | Approved | 23 May 2025 |
| Maryland | Investment adviser representative | Approved | 2 November 2023 |
| New York | Investment adviser representative | Approved | 2 November 2023 |
| Texas | Investment adviser representative | Approved | 2 November 2023 |
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 March 2010 |
- Name
- Uniform Investment Adviser Law Examination
Individual record
- Full name
- Matthew Ari Gotlin
- CRD
- 2498059
- Firm
- Choreo, LLC
- Registration status
- Investment adviser registration
- Office
- 10960 Grantchester Way, Suite 500, Columbia, MD 21044
- 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 Matthew Gotlin as Chief Investment Officer. Official firm biography/team page
Common questions
Where does Matthew Gotlin work?
Matthew Gotlin has been Chief Investment Officer of Choreo, LLC since November 2023, and is a control person of the firm.
Is Matthew Gotlin a financial advisor?
Yes. Matthew Gotlin has a current investment-adviser registration in Illinois, Iowa, Maryland, New York and Texas, through Choreo since November 2023, as of 17 October 2026.
How many years of experience does Matthew Gotlin have?
Matthew Gotlin has worked in the financial industry for 16 years as of 17 October 2026, counted from 16 March 2010, across 3 adviser firms.
What exams has Matthew Gotlin passed?
Matthew Gotlin passed the Series 65 in March 2010.
Where did Matthew Gotlin work before Choreo?
Before Choreo, Matthew Gotlin was registered through Bdo Wealth Advisors, LLC, February 2020 to November 2023; Biegel Waller Investment Advisory Services, March 2010 to January 2020.
Where is Matthew Gotlin based?
Matthew Gotlin’s registered office is in Columbia, MD.
Leadership at Choreo
- Jason Van De LooChief Executive Officer
- Lawrence MilesExecutive Vice President, Corporate Development
- Molly McMillinChief Financial Officer
- Lisa TamburiniGeneral Counsel and Chief Compliance Officer
- Keith KotficaChief Growth Officer
- Raymond MorrillChief Wealth Officer
- Kelly O'DonnellChief People and Transformation Officer
- Michael RittershausChief Service Officer