Barrett Thomas Gray

Choreo, LLC

2 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth

Choreo, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

126 advisors

Number of Clients

6,961 clients

Average Client Portfolio

$2.6M average

Assets Under Management

$18.2B

Fee Structure

Minimum Investment:$1M

Minimum Annual Fee:$8,000

Location

227 West Trade Street, Suite 1000, Charlotte, NC, 28202

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Choreo, LLC

December 2024 - Present · 1 yr 2 mos

Previous Registrations

Dfa Securities LLCBroker

September 2023 - October 2024 · 1 yr 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.