Samuel Choi
Investment Adviser Representative at PNC Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Samuel Choi is an investment adviser representative with PNC Wealth Management in Highlands Ranch, CO, where they have been registered since 2026. They have worked in the securities industry since 2011 and have been registered with 6 firms, including J.p. Morgan Securities LLC and KEY Investment Services LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Colorado.
Registrations & licenses
- Investment adviser:
- Colorado
- Broker:
1 state or territory
Colorado
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wells FargoDec 2014 – Apr 2021Greenwood Village, CO
- Fidelity InvestmentsApr 2021 – Oct 2023Greenwood Village, CO
- Key Investment Services LLCOct 2023 – Sep 2024Brooklyn, OH
- J.p. Morgan Securities LLCSep 2024 – Apr 2026Centennial, CO
- Jpmorgan Chase BANK, N.A.Sep 2024 – Apr 2026Centennial, CO
- PNC Wealth ManagementMay 2026 – no end date reportedHIghlands Ranch, CO
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About PNC Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,136
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Pittsburgh, PA
- SEC file number:
- 801-66195
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 14, 2026
View full firm profileOther advisors at PNC Wealth Management
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Samuel 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.
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