Allentown, PA Office

Team
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Choreo, LLC

Multi-team

Firm-wide stats for Choreo, LLC

Total advisors

148

Across 48 offices

Clients per advisor

46 Low

Avg AUM per client

$2,616,809 Very High

HNW client ratio

65% Very High

About

Choreo serves a broad client base that includes individual and high‑net‑worth investors, family offices, corporate and retirement plan sponsors, endowments, and other institutional clients. Its advisory offerings span discretionary and non‑discretionary portfolio management, aggregated reporting, financial planning, wealth management consulting, outsourced CIO services, and retirement plan/pension consulting.

The firm’s investment process starts with strategic asset allocation (built from regional/country weights of the MSCI All Country World Index and the Bloomberg U.S. Aggregate Bond Index) and uses quantitative screening, due diligence and Investment Committee approval to populate an approved list of managers and model portfolios. Choreo implements portfolios through a mix of Choreo Models, separately managed accounts, direct indexing, options overlays and allocations to registered funds and private funds, and it provides held‑away account services and periodic monitoring and reporting.

A noteworthy operational feature is that some Choreo advisors are registered representatives of a broker‑dealer and may receive trailing commissions from past sales of annuities or other brokerage products; the firm also operates an affiliated insurance agency and discloses referral and ownership relationships (for example with Estate Planning Team and Overture) that can create potential conflicts of interest. Choreo’s suite of specialized advisory services — including 1031 like‑kind exchange advisory, Deferred Sales Trusts™ consulting, Opportunity Zone consulting, and OCIO work for ultra‑high‑net‑worth clients — further differentiates its service mix from many peers.

Based on Choreo, LLC

Expertise

Retirement income strategy

Based on Choreo, LLC

Occupation focus

Founder/Business Owner Retired Executive

Based on Choreo, LLC

Location

3435 Winchester Road, Suite 102

Allentown PA 18104

Advisors at this office

8

Advisors at this office

user avatar

Thomas S

CFP®, Series 65

Allentown, PA

Choreo, LLC

Thomas Sylvester is a CFP® and Series 65-registered advisor at Choreo, LLC with three years of industry experience. He previously worked at Northeast Financial Group, Inc. and has held roles in educational institutions including Kutztown University and Northampton Community College. Choreo serves a diverse client base ranging from individual investors to institutional clients, offering services such as discretionary and non-discretionary portfolio management, financial planning, and outsourced CIO solutions. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence to construct portfolios using various investment vehicles, including model portfolios, separately managed accounts, and private funds.

Retirement income strategy Founder/Business Owner Retired Executive
user avatar

Josh L

Series 66

Allentown, PA

Choreo, LLC

Josh Laychock is a financial advisor at Choreo, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Northeast Financial Group, Inc. and Herbein Financial Group, LLC. Josh is a 50% partner in Northeast Financial Advisors, LLC, which supports personal real estate and other ventures. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and other institutional clients. The firm employs a strategic asset allocation process combined with quantitative screening and investment committee approval to manage portfolios through a variety of vehicles, offering services such as discretionary portfolio management, financial planning, and outsourced CIO solutions.

Retirement income strategy Founder/Business Owner Retired Executive
user avatar

Kyle O

Series 65

Allentown, PA

Choreo, LLC

Kyle O'Neill is a financial advisor at Choreo, LLC with two years of industry experience. He holds a Series 65 designation and has worked in various roles including positions at Northeast Financial Group, Inc. and Penn Mutual Asset Management, as well as teaching engagements at Drexel University. Choreo, LLC serves a diverse client base ranging from individual investors to institutional clients such as family offices and retirement plan sponsors. The firm employs a strategic asset allocation approach based on global market indices and uses quantitative screening and Investment Committee approval to select investment managers, offering services that include portfolio management, financial planning, and specialized consulting for ultra-high-net-worth clients.

Retirement income strategy Founder/Business Owner Retired Executive
user avatar

Peter P

CFP®, Series 63, Series 66

Allentown, PA

Choreo, LLC

Peter Pape is a CFP® professional with nine years of industry experience. He is currently an advisor at Choreo, LLC and previously worked at Northeast Financial Group, Inc. and Leigh Baldwin & CO., LLC. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients, offering a range of advisory services such as discretionary portfolio management, financial planning, and outsourced CIO services. The firm’s investment approach incorporates strategic asset allocation based on global indices, quantitative manager screening, and utilizes various implementation methods including model portfolios and separately managed accounts.

Retirement income strategy Founder/Business Owner Retired Executive
user avatar

Matthew K

Series 65

Allentown, PA

Choreo, LLC

Matthew Kline is a financial advisor at Choreo, LLC with eight years of industry experience. He holds the Series 65 designation and has previously worked at Morgan Stanley & Co., LLC, Chesapeake Financial Advisors, and Herbein Financial Group, LLC. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, and institutional clients. The firm’s investment approach combines strategic asset allocation with quantitative screening and due diligence to manage portfolios using a variety of vehicles such as separately managed accounts, direct indexing, and private funds.

Retirement income strategy Founder/Business Owner Retired Executive
user avatar

Camerone G

CFP®, Series 65

Allentown, PA

Choreo, LLC

Camerone Giancaterino is a CFP® and Series 65 registered advisor with three years of industry experience. Currently with Choreo, LLC since 2026, Camerone previously worked at Northeast Financial Group, Inc. and has diverse experience including roles at Fedex, Instacart, and the University of Pittsburgh. Choreo serves a wide range of clients including individual investors, family offices, corporate and retirement plan sponsors, and institutional clients. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence to manage portfolios through various vehicles including separately managed accounts and private funds, along with specialized advisory services such as 1031 like-kind exchange and Deferred Sales Trust™ consulting.

Retirement income strategy Founder/Business Owner Retired Executive
user avatar

William F

Series 63, Series 65

Allentown, PA

Choreo, LLC

William Fisher is a financial advisor at Choreo, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northeast Financial Group, Inc, PenServ Plan Services, Inc., and Equitable Advisors. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and other institutional clients. The firm employs a strategic asset allocation process combined with quantitative screening and due diligence to manage portfolios through various investment vehicles and specialized advisory services.

Retirement income strategy Founder/Business Owner Retired Executive
user avatar

Dominic V

Series 65

Allentown, PA

Choreo, LLC

Dominic Voiland is a financial advisor at Choreo, LLC with one year of industry experience. He holds the Series 65 designation and has worked at Northeast Financial Group, Inc and Berkeley Stone, among other firms. Choreo serves a diverse client base including individual and high-net-worth investors, family offices, corporate and retirement plan sponsors, endowments, and institutional clients. The firm offers a range of advisory services such as discretionary and non-discretionary portfolio management, financial planning, outsourced CIO services, and specialized consulting, employing a quantitative and committee-driven investment process.

Retirement income strategy Founder/Business Owner Retired Executive
View complete list of advisors at this office
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