RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Bryan David Moscinski
- Title
- ASSOCIATE DIRECTOR, WEALTH MANAGEMENTreportedchoreoadvisors.comfirm site, Sep 15, 2026
- Designations
- CFPreportedchoreoadvisors.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 20reportedchoreoadvisors.com“With 20+ years of experience in the wealth management industry, Bryan brings extensive expertise in trading, portfolio management, and financial planning to his role.”
- Business email
- bryan.moscinski@choreoadvisors.comreportedchoreoadvisors.comfirm site, Sep 15, 2026
- Direct business phone
- 515-310-1245reportedchoreoadvisors.comfirm site, Sep 15, 2026
- Professional profile
- choreoadvisors.com/advisor-teams/bryan-moscinskireportedchoreoadvisors.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Choreo, LLC independent RIA currentsince Aug 1, 2018 · Rockford, Il
- Ameriprise Financial Services, LLC national BDJan 8, 2018 to Jul 16, 2018 · Madison, Wi
- Robert W. Baird & Co. Incorporated mixed wealthJul 28, 2015 to Jan 12, 2018 · Rockford, Il
- Savant Wealth Management independent RIAMar 19, 2009 to Jul 8, 2015 · Rockford, Il
- Ameriprise Financial Services, LLC to Choreo, LLCleft Jul 16, 2018, registered Aug 1, 2018 (16 days) · Affiliated broker-dealer or bank to independent RIA
- Robert W. Baird & Co. Incorporated to Ameriprise Financial Services, LLCleft Jan 12, 2018, registered Jan 8, 2018 (-4 days) · Other
- Savant Wealth Management to Robert W. Baird & Co. Incorporatedleft Jul 8, 2015, registered Jul 28, 2015 (20 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address