Art Steven Martinez Federis

Employer firm

Choreo, LLC CRD 111221

$19.1B regulatory AUM 244 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• ADVISORY SERVICES INCLUDING INVESTMENT REVIEW AND REPORTING OF NON-MANAGED ASSETS AND RETIREMENT PLAN SERVICES TO PLANS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → 09/2017
  Halbert Hargrove
  Long Beach, CA
• 10/2017 → 01/2018
  Unemployed
  Camarillo, CA
• 01/2018 → 02/2018
  Assetmark Inc
  Encino, CA
• 01/2018 → 02/2018
  Assetmark Brokerage Llc
  Encino, CA
• 05/2018 → 02/2022
  Rsm Us Wealth Management Llc
  Los Angeles, CA
• 03/2018 → 04/2018
  Unemployed
  Camarillo, CA
• 02/2022 → Present
  Choreo, Llc
  Los Angeles, CA

Previous Registrations

• 2018-02-06 → 2018-02-13
  Assetmark, Inc.
  Encino, CA
  Concord, CA
• 2015-05-07 → 2017-09-29
  Halbert Hargrove
  Long Beach, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-05-07

Designations

• Certified Financial Planner

Other Names

• Art Steven Martinez Federis
• Art Federis
• Art Steven Federis
• Art Steven Federis