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Alan Choi

Investment Adviser Representative at YOUR IA, LLC

Dedham, MACRD #5882363Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
15 yrs
States Registered
1 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Alan Choi has worked in the securities industry since 2011. They are registered to provide investment advisory services in Massachusetts.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Massachusetts
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/13/2021
Series 63
Uniform Securities Agent State Law Examination
Passed 5/19/2011
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/6/2011
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 1/22/2019

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.024
Source

YOUR IA, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

YOUR IA, LLCCurrent
4/10/2026Dedham, MA
TRANSAMERICA FINANCIAL ADVISORS, LLC
1/3/20223/24/2026Braintree, MA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alan Choi has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Alan Choi - Financial Advisor in Dedham, MA | AdvisorFinder