Young-Ai Choi
Young-Ai Choi is a registered investment advisor at B. Riley Wealth Advisors, INC., based in New York, NY, with 46 years of industry experience. Young-Ai is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 10,573 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $1.0M | 2.50% |
| $1M+ | 2.00% |
Maximum annual fee rates shown. Rates vary depending on whether transaction fees are bundled (wrap) or paid separately (non-wrap). Fees are negotiable.
Fee Estimator
Location
299 Park Ave., 21st Floor, New York, NY, 10171
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2007Employment History
Current Registrations
B. Riley Wealth Advisors, INC.
B. Riley Wealth ManagementBroker
Previous Registrations
B Riley Wealth Management
Dominick & Dominick LLC
Dominick & Dominick LLCBroker
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley Dw INC.Broker
Salomon Smith Barney INC.Broker
Painewebber IncorporatedBroker
Drexel Burnham Lambert IncorporatedBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- James BaroutasB. Riley Wealth Advisors, INC.
- Montague HenryB. Riley Wealth Advisors, INC.
- Robert ReillyB. Riley Wealth Advisors, INC.
- Neil MeissnerB. Riley Wealth Advisors, INC.
- Ira MenkesB. Riley Wealth Advisors, INC.
- Dee-Ann Fox, CFPDee-Ann R. Fox, CFP