Young Choi

Employer firm

Arete Wealth Advisors, LLC CRD 145488

$2.75B regulatory AUM 35 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 02/2007 → 11/2020
  Tiaa
  New York, NY
• 01/2021 → 05/2022
  Intergen Data
  New York, NY
• 05/2022 → 09/2023
  Microsoft
  New York, NY
• 06/2024 → Present
  Arete Wealth Management
  Chicago, IL
• 10/2023 → 05/2024
  Unemployed
  New York, NY
• 02/2007 → 10/2022
  Tiaa-Cref Individual & Institutional Services, Llc
  New York, NY

Previous Registrations

• 2007-08-06 → 2020-10-22
  Tiaa-Cref Individual & Institutional Services, Llc
  New York, NY
  New York, NY

Other Businesses

FINCADIA LLC: DBA; REGISTERED REP/ADVISOR; MELVILLE, NY; START DATE 07/2024; FULL TIME; INVESTMENT RELATED. FINCADIA WEALTH MANAGEMENT LLC: DBA; REGISTERED REP/ADVISOR; MELVILLE, NY; START DATE 07/2024; FULL TIME; INVESTMENT RELATED. FINCADIA CAPITAL PARTNERS LLC: DBA; REGISTERED REP/ADVISOR; MELVILLE, NY; START DATE 07/2024; FULL TIME; INVESTMENT RELATED. FINCADIA TAX, DBA, TAX SERVICES, BREWSTER NY; START DATE 7/2024. Fixed Insurance Agent, offer fixed insurance products, 20 hours per week. Began in 1998. Saranac Advisors Inc., DBA, Wealth Management Services 160 hours per month during trading hours, Start Date: 10/2024. Saranac Tax Services LLC., DBA - Partner, Tax Preparation Services, 50 hours per month total, 40 hours per month during trading hours, Start Date: 10/2024.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-11-14
• S65 Uniform Investment Adviser Law Examination
  2007-08-03

Designations

• Chartered Financial Consultant