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Young Choi

Investment Adviser Representative at ARETE WEALTH ADVISORS, LLC

Melville, NYCRD #2453451Dual-registered
Disclosure(s) on record — see official records below
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
States Registered
9 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 9 states
ConnecticutFloridaGeorgiaIllinoisNew JerseyNew YorkOklahomaTexasWashington
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 11/14/2024
Series 65
Uniform Investment Adviser Law Examination
Passed 8/3/2007
Series 6TO
Investment Company Products/Variable Contracts Representative Examination
Passed 8/12/2024
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 6/9/2000
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/5/1999

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 - $249,0003.00%
$250,000 - $749,9992.50%
$750,000 - $1,499,9992.00%
$1,500,000 - $4,999,9991.75%
$5,000,000 and over1.50%
Account minimum: $50,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

ARETE WEALTH Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ARETE WEALTH MANAGEMENT, LLCCurrent
8/12/2024Melville, NY
METLIFE SECURITIES INC.
5/18/19994/11/2000SPRINGFIELD, MA
METROPOLITAN LIFE INSURANCE COMPANY
5/18/19994/11/2000NEW YORK, NY
CONTINENTAL BROKER-DEALER CORP.
4/7/20001/29/2004CARLE PLACE, NY
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
3/1/200710/22/2020NEW YORK, NY
TEACHERS PERSONAL INVESTORS SERVICES, INC.
2/8/19995/19/1999NEW YORK, NY
NATIONAL SECURITIES CORPORATION
1/20/200410/18/2006NEW YORK, NY

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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. Young 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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