AC
Alan Choi
YOUR IA
Dedham, MA
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CRD#: 5882363
AC
Alan ChoiYOUR IA
Professional summary
Alan Choi is a registered financial advisor currently at YOUR IA, LLC located in Dedham, Massachusetts.
Alan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Alan has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
At a Glance
Always Fiduciary
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Gopchang Story | Not Investment Related | 973 Commonwealth Ave, Boston MA 02215 | Restaurant | Consultant | Contractor | August 2022 | 1 hour per week | Zero hours per week during security trading hours | Helping restaurant owner with financial consulting work such as bookkeeping, accounting, etc. Atlas Project | Not Investment Related | 9145 W Russell Road, Las Vegas NV 89148 | Leadership Training | Redesign Coordinator | Contractor | January 2026 | 3 hour per week | 1 hours per week during trading hours | In charge of leading and supporting twice per year 10-week trainings that help students of the program integrate their leadership skills into their lives and businesses. Abundant Impact LLC | Not Investment Related | 17 Clough Rd, Dedham, MA 02026 | Pass-through entity | Owner | March 2024 | Zero per week | Zero hours per week during security trading hours | Pass-through entity.
CRS (Client Relationship Summary) - RIA
Click below to view Alan Choi's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 10, 2026 - Present
YOUR IA, LLC
RIA
CRD#: 338535
Dedham, MA
Past
January 3, 2022 - March 24, 2026
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
BRAINTREE, MA
Past
January 6, 2012 - March 24, 2026
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
BRAINTREE, MA
Past
May 9, 2011 - January 6, 2012
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
BRAINTREE, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
YI
YOUR IA, LLC
ABACUS PRIVATE WEALTH | YOUR IA, LLC | STRONG FORTRESS FINANCIAL & WEALTH MANAGEMENT | BARRETT WEALTH GROUP | AOG WEALTH PARTNERS, LLC
CRD#: 338535 / SEC#: 801-134511
RIA
Registered Investment Advisory firm - (11/18/2025 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(4/10/2026)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
PR
Series 6
Passed: 5/6/2011
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
PR
Series 26
Passed: 1/22/2019
Investment Company Products/Variable Contracts Principal Examination
Current Firm
YI
YOUR IA, LLC
ABACUS PRIVATE WEALTH | YOUR IA, LLC | STRONG FORTRESS FINANCIAL & WEALTH MANAGEMENT | BARRETT WEALTH GROUP | AOG WEALTH PARTNERS, LLC
CRD#: 338535 / SEC#: 801-134511
RIA
Registered Investment Advisory firm - (11/18/2025 Approved)Loading...
Contact information
Main Address
620 South 400 East, St. George, UT 84770
Mailing Address
Phone number
(800) 823-0489
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (19 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 272 |
| AUM (Assets Under Management) | $ 106,633,240 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
