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MS

Martha M. Spivey

CHOREO PARTNER ALLIANCE
Atlanta, GA 30309
Some features on this profile are disabled
CRD#: 7948849
MS

Professional summary

Martha Marie Spivey, who also goes by Marci Spivey, is a registered financial advisor currently at CHOREO PARTNER ALLIANCE, LLC located in Atlanta, Georgia.

Martha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Martha has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Marci Spivey

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.
Partner of tax firm Cherry Bekaert, LLP.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martha Marie Spivey's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 28, 2024 - Present

CHOREO PARTNER ALLIANCE, LLC

Office #1: 1075 Peachtree Street Nw Suite 1600, Atlanta, GA 30309
RIA
CRD#: 325238
Atlanta, GA

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".
CP
CHOREO PARTNER ALLIANCE, LLC
CHOREO PARTNER ALLIANCE, LLC

CRD#: 325238 / SEC#: 801-127852

RIA
Registered Investment Advisory firm - (5/3/2023 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(8/8/2024)
IAR
Minnesota
(6/28/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/2/2024
Uniform Investment Adviser Law Examination

Current Firm

CP
CHOREO PARTNER ALLIANCE, LLC
CHOREO PARTNER ALLIANCE, LLC

CRD#: 325238 / SEC#: 801-127852

RIA
Registered Investment Advisory firm - (5/3/2023 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
14

SEC notice filing (21 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CHOREO PARTNER ALLIANCE FORM ADV 2A MARCH 2025 FINAL (3/26/2025)

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.

Company Information

CHOREO PARTNER ALLIANCE, LLC

CRD#: 325238Atlanta, GA 30309

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