Role at Choreo
- Title on Schedule A
- Chief Financial Officer
- Control
- Molly McMillin is a control person of Choreo.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Molly McMillin has held the filed role since September 2024.
The firm
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 Molly McMillin 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
- Molly McMillin
- CRD
- 5143419
- 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 Molly Mcmillin as Chief Financial Officer. Official firm biography/team page
Common questions
Where does Molly McMillin work?
Molly McMillin has been Chief Financial Officer of Choreo, LLC since September 2024, and is a control person of the firm.
Leadership at Choreo
- Jason Van De LooChief Executive Officer
- Lawrence MilesExecutive Vice President, Corporate Development
- Lisa TamburiniGeneral Counsel and Chief Compliance Officer
- Matthew GotlinChief Investment Officer
- Keith KotficaChief Growth Officer
- Raymond MorrillChief Wealth Officer
- Kelly O'DonnellChief People and Transformation Officer
- Michael RittershausChief Service Officer