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RIA / WealthAdvisor24 years in industry

STEPHEN DAVID SEAR

Advisor at CHOREO, LLC

ROCKFORD, IL | Reno, NV

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:17b1797b-71cb-25f6-855f-07fa2d0b8655

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 10, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CHOREO, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 13, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Exams: S66
First exam: Aug 13, 2002
First registration: Sep 10, 2002
Dual registered: no
IAPD individual key: 4513156

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CHOREO, LLC	Independent wealth	Jan 21, 2026	n/a	yes	Reno, NV\|ROCKFORD, IL	Current employment
ENSO WEALTH MANAGEMENT, LLC	Former SEC adviser	Feb 26, 2021	Jan 5, 2023	no	Reno, NV\|PETALUMA, CA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Jan 28, 2020	no	RENO, NV\|Reno, NV	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Nov 13, 2008	Jun 1, 2009	no	RENO, NV	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 10, 2002	Nov 18, 2008	no	RENO, NV\|RENO, NV	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ENSO WEALTH MANAGEMENT, LLC	CHOREO, LLC	Jan 5, 2023	Jan 21, 2026	1,112	Firm change after gap	RIA to RIA
MORGAN STANLEY	ENSO WEALTH MANAGEMENT, LLC	Jan 28, 2020	Feb 26, 2021	395	Firm change	Wirehouse to RIA
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CITIGROUP GLOBAL MARKETS INC.	Nov 18, 2008	Nov 13, 2008	-5	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
287882:111221:CA:2023-01-05	Jan 5, 2023	Jan 21, 2026	PETALUMA, CA	Firm change after gap

Relationships

Registered with (5)

→ CHOREO, LLCRegistered adviserregistration: current employment
Jan 21, 2026 to presentfactForm ADV
→ ENSO WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 26, 2021 to Jan 5, 2023factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Jan 28, 2020factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Nov 13, 2008 to Jun 1, 2009factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 10, 2002 to Nov 18, 2008factForm ADV

Dated events

Occurred
Jan 5, 2023
Advisor changed firm
Stephen David Sear left Enso Wealth Management, Llc for Choreo, Llc (registered 2026-01-21)
Form ADVobserved 4 days ago