CW

Candida Marie Weinrick

19 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
126 advisors
Number of Clients
6,961 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$18.2B

Fee Structure

Fees for Investment Advisory and Aggregated Reporting Services are established in the client's agreement with Choreo. The structure and level of fees vary by client based upon the services provided and other considerations deemed relevant but customarily are calculated as a percentage of billable assets or on a fixed-fee basis.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

Marlton, NJ

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Choreo, LLC
November 2024 - Present · 1 yr 2 mos
Previous Registrations
Morgan Stanley
January 2021 - November 2024 · 3 yrs 10 mos
Morgan Stanley Broker
January 2021 - November 2024 · 3 yrs 10 mos
UBS Financial Services INC.
December 2019 - February 2021 · 1 yr 2 mos
UBS Financial Services INC. Broker
December 2019 - February 2021 · 1 yr 2 mos
Hightower Advisors, LLC
March 2017 - November 2019 · 2 yrs 8 mos
Hightower Securities, LLCBroker
March 2017 - November 2019 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2014 - March 2017 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
September 2014 - March 2017 · 2 yrs 6 mos
Janney Montgomery Scott LLC
July 2013 - September 2014 · 1 yr 2 mos
Janney Montgomery Scott LLC Broker
July 2013 - September 2014 · 1 yr 2 mos
Morgan Stanley
June 2009 - August 2013 · 4 yrs 2 mos
Morgan Stanley Broker
June 2009 - August 2013 · 4 yrs 2 mos
Citigroup Global Markets INC.
August 2008 - June 2009 · 10 mos
Citigroup Global Markets INC. Broker
November 2007 - June 2009 · 1 yr 7 mos
Raymond James Financial Services, INC.Broker
September 2005 - August 2007 · 1 yr 11 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.
Candida Marie Weinrick - Financial Advisor | AdvisorDiscover