Katarzyna Quiroz

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

• 04/2016 → 12/2016
  Raymond James Financial Services, Inc.
  Scottsdale, AZ
• 01/2017 → 06/2018
  Edelman Financial Services, Llc
  Fairfax, VA
• 01/2017 → 06/2020
  Ef Legacy Securities, Llc
  Henrico, VA
• 06/2018 → 06/2020
  Edelman Financial Services, Llc
  Fairfax, VA
• 06/2020 → 03/2024
  Beacon Pointe Advisors, Llc
  Scottsdale, AZ
• 06/2020 → 03/2024
  Beacon Pointe Insurance Services
  Scottsdale, AZ
• 03/2024 → 11/2024
  Unemployed
  Phoenix, AZ
• 12/2024 → Present
  Choreo, Llc
  Fort Collins, CO

Previous Registrations

• 2020-09-09 → 2024-12-09
  Beacon Pointe Advisors, Llc
  Scottsdale, AZ
  Newport Beach, CA
• 2018-10-12 → 2020-06-10
  Edelman Financial Engines
  Tempe, AZ
• 2017-01-13 → 2018-11-01
  Edelman Financial Services, Llc
  Tempe, AZ
  Fairfax, VA
  Tempe, AZ

Exams

• S66 Uniform Combined State Law Examination
  2016-08-30

Other Names

• Katarzyna Kondracka