Dawn Drewitz
Investment adviser representative at Choreo, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$19.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Choreo, LLCNov 2025 to now
- Dimensional Delta Consulting LLCMay 2024 to now
- Wells Fargo BankJul 2022 to Mar 2024
- Wells Fargo Clearing ServicesJul 2022 to Mar 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2019 to Jun 2022
- Hd Vest Investment ServicesFeb 2016 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (CO).
Choreo, LLC
$19.1BAssets managed
6,891Clients
149Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2764335
- Firm CRD
- 111221