Chief Human Resources Officer · Choreo Partner Alliance, LLC
Shelley G. Smith
CRD 5972491 · Named on Form ADV at one SEC-registered adviser
At a glance
Choreo Partner Alliance, LLC, an SEC-registered asset manager based in Rockford, IL with $0 in regulatory assets, lists Shelley G. Smith on its Form ADV as Chief Human Resources Officer, a control person.
Firms and roles
- Choreo Partner Alliance, LLCChief Human Resources OfficerAsset manager · Rockford, IL · $0M in regulatory assets
AtlasMembers
Shelley’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (8)
- Lisa M. TamburiniGeneral Counsel and Chief Compliance Officer, Choreo Partner Alliance, LLC
- Lawrence K. MilesExecutive Vice President, Corporate Development, Choreo Partner Alliance, LLC
- Matthew A. GotlinChief Investment Officer, Choreo Partner Alliance, LLC
- Molly F. McMillinChief Financial Officer, Choreo Partner Alliance, LLC
- Jason D. Van De LooChief Executive Officer, Choreo Partner Alliance, LLC
3 more people named with Shelley on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Shelley’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.