Manuel Choy (CRD# 4464917) is an Investment Advisor Representative working at Wpm Wealth Advisors LLC in Saratoga Springs, NY and has over 22 years of experience in the finance industry. Manuel Choy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Wpm Wealth Advisors LLC | Saratoga Springs, NY | Oct 2021 - Current | 2 |
Wpm Wealth Advisors LLC | Saratoga Springs, NY | Aug 2021 - Current | 2 |
Dinosaur Financial Group LLC | New York, NY | Jan 2019 - Jan 2024 | 5 |
Dcm Advisors | New York, NY | Jan 2018 - Feb 2022 | 4 |
Dlg Wealth Management | Clifton Park, NY | Mar 2010 - Jan 2018 | 7 |
Dinosaur Securities, LLC | New York, NY | Jan 2010 - Jan 2018 | 8 |
Dlg Wealth Management LLC | Clifton Park, NY | Jan 2010 - Jan 2018 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2002 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
- TX
-
Total Assets Under Management54MILLIONS
-
Total Number of Accounts309ACCOUNTS
-
Average Account Value$175,640
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, FL, MA, NH, NY, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.