Art Steven Federis (CRD# 6449011) is an Investment Advisor Representative working at Choreo, LLC in Los Angeles, CA and has over 8 years of experience in the finance industry. Art Steven Federis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Choreo, LLC | Los Angeles, CA | Feb 2022 - Current | 2 |
| Rsm Us Wealth Management LLC | Los Angeles, CA | May 2018 - Feb 2022 | 3 |
| Unemployed | Camarillo, CA | Mar 2018 - Apr 2018 | < 1 |
| Assetmark Inc. | Encino, CA | Jan 2018 - Feb 2018 | < 1 |
| Assetmark Brokerage LLC | Encino, CA | Jan 2018 - Feb 2018 | < 1 |
| Unemployed | Camarillo, CA | Oct 2017 - Jan 2018 | < 1 |
| Halbert Hargrove | Long Beach, CA | Nov 2014 - Sep 2017 | 2 |
| Bcbg Max Azria Group, LLC | Vernon, CA | Sep 2014 - Nov 2014 | < 1 |
| Halbert Hargrove | Long Beach, CA | Jan 2014 - Sep 2014 | < 1 |
| California State University - Long Beach | Long Beach, CA | Aug 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management16,031MILLIONS
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Total Number of Accounts24,966ACCOUNTS
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Average Account Value$642,108
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