Monica Lee Choi
Investment adviser representative at RBC Capital Markets, LLC
10 yearsExperience
1 stateRegistered in
$310.4BFirm assets
49 yearsFirm in business
Are you Monica Lee Choi? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- RBC Capital Markets, LLCFeb 2025 to now
- RBC Wealth ManagementDec 2024 to now
- Northwest MutualJul 2024 to Nov 2024
- UnemployedDec 2023 to Jun 2024
- Room RentalSep 2021 to Dec 2024
- Pacific Premier BankMar 2021 to Nov 2023
- Davlyn InvestmentsJul 2020 to Feb 2021
- Opus BankFeb 2018 to Jun 2020
- Opus BankMay 2017 to Aug 2017
- Inco CheckAug 2016 to Feb 2017
- Chapman UniversitySep 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
RBC Capital Markets, LLC
$310.4BAssets managed
283,910Clients
3,838Advisers
49 yearsIn 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
- 7953034
- Firm CRD
- 31194