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RIA / WealthAdvisor20 years in industry

NICHOLAS ROGER BERTOZZI

Advisor at CHOREO, LLC

RICHMOND, VA | ROCKFORD, IL

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:de1a498e-7fdd-7f3b-63c2-a58072124701

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 23, 2008 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: Jul 10, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jul 10, 2006
First registration: Jan 23, 2008
Dual registered: no
IAPD individual key: 4666789

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 27, 2023	n/a	yes	ROCKFORD, IL\|RICHMOND, VA	Current employment
CHERRY BEKAERT WEALTH MANAGEMENT LLC	Former SEC adviser	Oct 24, 2018	Jan 25, 2023	no	RICHMOND, VA	Previous registration
Wealthcrossing	Independent wealth	Sep 12, 2018	Oct 17, 2018	no	RICHMOND, VA	Previous registration
CHERRY BEKAERT WEALTH MANAGEMENT LLC	Former SEC adviser	Feb 4, 2013	Sep 7, 2018	no	RICHMOND, VA	Previous registration
ROSELINE CAPITOL ADVISORS, LLC	Former SEC adviser	Jan 23, 2008	Jan 15, 2013	no	RICHMOND, VA	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
CHERRY BEKAERT WEALTH MANAGEMENT LLC	CHOREO, LLC	Jan 25, 2023	Jan 27, 2023	2	Firm change	RIA to RIA
Wealthcrossing	CHERRY BEKAERT WEALTH MANAGEMENT LLC	Oct 17, 2018	Oct 24, 2018	7	Firm change	RIA to RIA
CHERRY BEKAERT WEALTH MANAGEMENT LLC	Wealthcrossing	Sep 7, 2018	Sep 12, 2018	5	Firm change	RIA to RIA
ROSELINE CAPITOL ADVISORS, LLC	CHERRY BEKAERT WEALTH MANAGEMENT LLC	Jan 15, 2013	Feb 4, 2013	20	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
108504:111221:VA:2023-01-25	Jan 25, 2023	Jan 27, 2023	RICHMOND, VA	Firm change

Relationships

Registered with (4)

→ CHOREO, LLCRegistered adviserregistration: current employment
Jan 27, 2023 to presentfactForm ADV
→ CHERRY BEKAERT WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Oct 24, 2018 to Jan 25, 2023factForm ADV
→ WEALTHCROSSINGRegistered adviserregistration: previous registration
Sep 12, 2018 to Oct 17, 2018factForm ADV
→ ROSELINE CAPITOL ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 23, 2008 to Jan 15, 2013factForm ADV

Dated events

Occurred
Jan 25, 2023
Advisor changed firm
Nicholas Roger Bertozzi left Cherry Bekaert Wealth Management Llc for Choreo, Llc (registered 2023-01-27)
Form ADVobserved 6 days ago