Gabriella Brandao (CRD# 7535213) is an Investment Advisor Representative working at Choreo, LLC in Mount Shasta, CA and has over 2 years of experience in the finance industry.
CRD# 4092551
Commonwealth Financial Network
CRD# 6971357
Edward Jones
CRD# 4906895
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Choreo, LLC | Mount Shasta, CA | Jan 2023 - Current | 1 |
Enso Wealth Management, LLC | Mount Shasta, CA | May 2022 - Jan 2023 | < 1 |
1099 Contractor For Mark Clure | Mount Shasta, CA | May 2021 - May 2022 | 1 |
Unemployed | Mount Shasta, CA | Apr 2021 - May 2021 | < 1 |
Acgc, Inc. | Eureka, CA | Apr 2020 - Apr 2021 | 1 |
Aflac | Eureka, CA | Jan 2020 - Apr 2020 | < 1 |
Coast Central Credit Union | Eureka, CA | Jun 2019 - Jan 2020 | < 1 |
Vip Pet Care | Windsor, CA | Jan 2018 - Jun 2019 | 1 |
Sonoma State University | Rohnert Park, CA | Jun 2015 - Jun 2019 | 4 |
Starbucks | Petaluma, CA | Oct 2015 - Jan 2018 | 2 |
Willow Glen High School | San Jose, CA | Apr 2011 - Jun 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- CA
-
Total Assets Under Management16,031MILLIONS
-
Total Number of Accounts24,966ACCOUNTS
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Average Account Value$642,108
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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