A complete list of active advisors currently associated with Choice Wealth Management, LLC

Warmer can help you find a great advisor at Choice Wealth Management, LLC or one who fits your needs even better.

The firm provides discretionary investment supervisory services to individuals, businesses, and non‑profit organizations, developing an Investment Policy Statement for each client and offering ongoing portfolio management. It implements strategies using individual stocks, exchange‑traded funds, and options, and maintains an account minimum of $50,000 that may be waived based on client needs. The adviser uses charting and technical analysis and employs both long‑term and short‑term trading approaches, with periodic portfolio monitoring and a stated practice of seeking written discretionary authority to trade on clients’ behalf. Client accounts are reviewed at least monthly by the firm’s designated reviewer, and clients receive regular custodial reports at least quarterly. The brochure discloses that the firm requires clients to use a specific custodian and participates in TD Ameritrade’s institutional program, receiving non‑monetary benefits the firm acknowledges could create conflicts of interest. It also reports no discretionary or non‑discretionary assets under management as of December 2017 and specifies that it does not accept performance‑based fees or proxy‑voting authority, practices that differ from many peers.

To learn more about the advisors currently working at Choice Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
Gregory Corneille profile photo Gregory Corneille
Johns Creek, GA
19
Warmer team member

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