Gabriella Theresa Schmidt
Investment adviser representative at Choreo, LLC
11 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
11 years in the industry.
- Choreo, LLCJan 2023 to now
- Enso Wealth Management, LLCMay 2022 to Jan 2023
- 1099 Contractor for Mark ClureMay 2021 to May 2022
- UnemployedApr 2021 to May 2021
- Acgc, Inc.Apr 2020 to Apr 2021
- AflacJan 2020 to Apr 2020
- Coast Central Credit UnionJun 2019 to Jan 2020
- Vip Pet CareJan 2018 to Jun 2019
- StarbucksOct 2015 to Jan 2018
- Sonoma State UniversityJun 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7535213
- Firm CRD
- 111221