Samuel Choi, financial advisor Greenwood Village CO
90 score

Samuel Choi

CRD Number: 5934341
Current Firm: Wells Fargo Advisors, LLC

Samuel Choi (CRD# 5934341) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Greenwood Village, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Greenwood Village, CO Dec 2014 - Current 2
Oppenheimer Funds Centennial, CO Jul 2014 - Dec 2014 < 1
Tiaa-cref Individual & Institutional Services, LLC Denver, CO May 2011 - Jun 2014 3
Directv Englewood, CO Apr 2009 - May 2011 2
Excel Learning Center Aurora, CO Jun 2006 - May 2011 4
University Denver, CO May 2001 - May 2008 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2011
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Samuel Y. Choi
Phone Number: 314-875-3000
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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