Nicole Choi is a registered investment advisor at Morgan Stanley, based in Rancho Sante Fe, CA, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
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IM Fee
Assets Under Management
Fee Structure
Location
6041 La Flecha, Post Off Box 415, Rancho Sante Fe, CA, 92067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nicole is the sole trustee for the Choi Protection Trust, established in 2016 for the benefit of her father, dedicating minimal time per month. She also works as an independent contractor providing pet care services, spending a few hours per week on this activity.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Cetera Advisors LLC
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
LPL Financial LLCBroker
LPL Financial LLC
Rjl Wealth Management, LLC
Lucia Securities, LLCBroker
Lucia Securities, LLCBroker
Rjl Wealth Management, LLC
Raymond J. Lucia Companies, INC.
First Allied Securities, INC.Broker
Securities Service Network, INC.Broker
State Registrations43 states
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