Colleen C. Samuel

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CRD#: 3174377

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Colleen Cahill Samuel, CFP®, who also goes by Colleen Ann Cahill, was a registered financial professional .

Colleen is a previously registered financial professional and started their career in finance in 1999. Colleen had worked at 5 firms and has passed the Series 63, Series 6 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Colleen Ann Cahill

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Past

February 11, 2019 - May 11, 2022

CHOREO, LLC

RIA

CRD#: 111221

Blue Bell, PA

Past

September 1, 2011 - February 3, 2014

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

BLUE BELL, PA

Past

August 10, 2007 - April 18, 2008

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

PLYMOUTH MEETING, PA

Past

October 21, 2005 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

PLYMOUTH MEETING, PA

Past

October 21, 2005 - April 18, 2008

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

PLYMOUTH MEETING, PA

Past

January 29, 1999 - November 19, 2002

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CHOREO, LLC

CHOREO, LLC | RSM US WEALTH MANAGEMENT LLC | RSM MCGLADREY, INC. | RSM MCGLADREY LLC | MCGLADREY WEALTH MANAGEMENT LLC

CRD#: 111221 / SEC#: 801-57236

RIA

Registered Investment Advisory firm - (11/16/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/17/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 8/30/2011

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 11/29/2006

General Securities Representative Examination

Current Firm

CHOREO, LLC

CHOREO, LLC | RSM US WEALTH MANAGEMENT LLC | RSM MCGLADREY, INC. | RSM MCGLADREY LLC | MCGLADREY WEALTH MANAGEMENT LLC

CRD#: 111221 / SEC#: 801-57236

RIA

Registered Investment Advisory firm - (11/16/2011 Approved)

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Contact information

Main Address

6735 Vistagreen Way Suite 110, Rockford, IL 61107

Mailing Address

Phone number

(312) 702-1680

Established

Firm type

Fiscal year end

# of Employees

218

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A MARCH 25 2025 FINAL (3/25/2025)

Regulatory assets under management

Total Number of Accounts	25,137
AUM (Assets Under Management)	$ 18,232,358,701

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/24/2025	Cover Page	Report
11/12/2024	Cover Page	Report
12/20/2023	Cover Page	Report
11/30/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Colleen C. Samuel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

AVANTAX INVESTMENT SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

CHOREO, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/17/2011

Series 6

Date: 8/30/2011

Series 7

Date: 11/29/2006

Current Firm

CHOREO, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CHOREO, LLC

TRUST BUT VERIFY

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