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Derrick Choi

Investment Adviser Representative at YOUR IA, LLC

Westwood, MACRD #6859569Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Massachusetts
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/26/2019
Series 63
Uniform Securities Agent State Law Examination
Passed 1/11/2019
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/19/2018

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
5/1/2026Westwood, MA
TRANSAMERICA FINANCIAL ADVISORS, LLC
12/24/20193/26/2026Braintree, MA

Official records & sources

Data as of August 11, 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. Derrick 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.

Derrick Choi - Financial Advisor in Westwood, MA | AdvisorFinder