Katherine Grace Bublitz
Investment adviser representative at Choreo, LLC
12 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
12 years in the industry.
- Choreo, LLCJul 2024 to now
- Hilltop Wealth Advisors, LLCMar 2023 to May 2024
- Un-employedFeb 2023 to Mar 2023
- Bank of America - Merrill LynchJul 2022 to Feb 2023
- Raleigh Brewing CompanyApr 2022 to Aug 2022
- Bank of AmericaJun 2021 to Aug 2021
- Panera BreadApr 2020 to Oct 2020
- North Carolina State University - Life Sciences DeAug 2019 to May 2022
- Nc State Wellness and RecreationApr 2019 to May 2022
- College Student - Nc StateAug 2018 to May 2022
- North Carolina State UniversityAug 2018 to May 2022
- Un-employedJun 2018 to Aug 2018
- Char Bar No. 7Apr 2017 to Aug 2018
- High School StudentAug 2014 to Jun 2018
- Piedmont High SchoolAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7392303
- Firm CRD
- 111221