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Alexander Bern Fleming

CHOREO PARTNER ALLIANCE
Middleburg, VA
·CRD# 8051062·1 year experience

Professional Summary

Alexander Bern Fleming is a registered financial advisor currently at CHOREO PARTNER ALLIANCE, LLC located in Middleburg, Virginia. Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Alexander has worked at 1 firm.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

1 years in the financial services industry

Current & Past Employments

CHOREO PARTNER ALLIANCE, LLC·CRD# 325238
RIA
6 S Pendleton, Middleburg, VA 20118
March 4, 2025 - Present

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Current Firm

CP
CHOREO PARTNER ALLIANCE, LLC

CHOREO PARTNER ALLIANCE, LLC

CRD#: 325238 / SEC#: 801-127852
RIA
Registered Investment Advisory firm - SEC (5/3/2023 Approved)

Contact Information

Main Address

6735 Vistagreen Way Suite 110, Rockford, IL 61107

Phone Number

(888) 312-8467

# of Employees

13

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CHOREO PARTNER ALLIANCE FORM ADV 2A MARCH 26 2026 FINAL (3/26/2026)

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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 - SEC (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.
IAR
District of Columbia
(5/22/2025)
IAR
Maryland
(3/4/2025)
IAR
Virginia
(3/4/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

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CRS (Client Relationship Summary) - RIA

Click below to view Alexander Bern Fleming's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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