Katarzyna Quiroz
Investment adviser representative at Choreo, LLC
8 yearsExperience
1 stateRegistered in
$19.1BFirm assets
14 yearsFirm in business
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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
8 years in the industry.
- Choreo, LLCDec 2024 to now
- UnemployedMar 2024 to Nov 2024
- Beacon Pointe Advisors, LLCJun 2020 to Mar 2024
- Beacon Pointe Insurance ServicesJun 2020 to Mar 2024
- Edelman Financial Services, LLCJan 2017 to Jun 2020
- Ef Legacy Securities, LLCJan 2017 to Jun 2020
- Raymond James Financial Services, Inc.Apr 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2016
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
- 6400717
- Firm CRD
- 111221