Chirag Choksey, financial advisor Wheaton IL

Chirag Choksey

CRD Number: 5302511
Current Firm: Advice And Planning Services

Chirag Choksey (CRD# 5302511) is an Investment Advisor Representative working at Advice And Planning Services in Wheaton, IL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Wheaton, IL Jul 2015 - Current 8
Tiaa-cref Individual & Institutional Services, LLC Wheaton, IL Jul 2015 - Current 8
Morgan Stanley Smith Barney Naperville, IL Jun 2009 - Jul 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2007
S66 NASAA Uniform Combined State Law Examination Aug 2015
Contact Info for Chirag B. Choksey
Phone Number: 212-490-9000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    30,907
    MILLIONS
  • Total Number of Accounts
    76,892
    ACCOUNTS
  • Average Account Value
    $401,951
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, WY

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