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Candida Marie Weinrick

Investment Adviser Representative at Choreo, LLC

Marlton, NJCRD #4726120Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
20 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Candida Marie Weinrick is an investment adviser representative with Choreo, LLC in Marlton, NJ, where they have been registered since 2024. They have worked in the securities industry since 2006 and have been registered with 7 firms, including Morgan Stanley and UBS Financial Services Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New Jersey.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New Jersey

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 7/28/2008
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/26/2005

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Choreo, LLCCurrent
11/20/2024 – Marlton, NJ
Morgan Stanley
1/8/2021 – 11/27/2024Mount Laurel, NJ
UBS Financial Services Inc.
12/10/2019 – 2/2/2021Mt. Laurel, NJ
Hightower Advisors, LLC
3/13/2017 – 11/12/2019Marlton, NJ
Merrill Lynch, Pierce, Fenner & Smith Incorporated
9/5/2014 – 3/14/2017Mount Laurel, NJ
Janney Montgomery Scott LLC
7/30/2013 – 9/5/2014Philadelphia, PA
Morgan Stanley
6/1/2009 – 8/7/2013Mt. Laurel, NJ
Citigroup Global Markets Inc.
8/4/2008 – 6/1/2009Mt. Laurel, NJ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Aug 2014 – Mar 2017Mt. Laurel, NJ
  2. Hightower Securities, LLC
    Mar 2017 – Nov 2019Marlton, NJ
  3. Hightower Advisors, LLC
    Mar 2017 – Nov 2019Marlton, NJ
  4. UBS Financial Services, Inc.
    Dec 2019 – Jan 2021Mt. Laurel, NJ
  5. Morgan Stanley Smith Barney LLC
    Jan 2021 – Nov 2024Mt. Laurel, NJ
  6. Choreo, LLC
    Nov 2024 – no end date reportedMarlton, NJ

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Choreo, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.015

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
140
Offices listed on AdvisorFinder:
26
Main office:
Rockford, IL
SEC file number:
801-57236

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 30, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Candida Marie Weinrick has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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