Alan Choi
Investment adviser representative at Your Ia, LLC
16 yearsExperience
1 stateRegistered in
$106.6MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Your Ia, LLCMar 2026 to now
- Atlas ProjectJan 2026 to now
- Abundant Impact LLCMar 2024 to now
- GopchangAug 2022 to now
- K&c LLCAug 2017 to Dec 2024
- Transamerica Financial Advisors, IncJan 2012 to Mar 2026
- WfgiaAug 2010 to Mar 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (MA).
Your Ia, LLC
$106.6MAssets managed
190Clients
29Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5882363
- Firm CRD
- 338535