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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kyungwon Choi is a financial advisor with over 20 years of experience in the industry. Robert is a Chartered Financial Analyst and holds a variety of licenses and certifications, including Series 3, 4, 6, 7, 24, 63, and 65. Robert is currently registered with Silvercrest Asset Management Group LLC and has previously been employed with Shareholder Services Group, Inc., Charles Schwab & Co., Inc., and Jack White & Company, Inc. Robert specializes in providing financial advice to high-net-worth individuals, insurance companies, investment companies, charitable organizations, and pension and profit-sharing plans. Robert's firm, Silvercrest Asset Management Group LLC, is a registered investment advisor with over 33 billion dollars in assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
01/02/2020 - Present
Silvercrest Asset Management Group LLC (La Jolla CA)
CA
08/16/2010 - 01/12/2015
SHAREHOLDERS SERVICE GROUP, INC. (SAN DIEGO CA)
TX
05/14/1994 - 08/07/1997
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
02/29/1988 - 04/26/1994
JACK WHITE & COMPANY, INC.
NA
02/28/1988 - 04/26/1994
JACK WHITE & COMPANY, INC.
NA
01/02/1990 - 04/19/1994
SHAREHOLDER SERVICES CORP.
NA
08/19/1986 - 02/24/1987
FIRST INVESTORS CORPORATION
BC
Issued 11/13/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1993
Series 4 - Registered Options Principal Examination
BC
Issued 08/23/1990
Series 24 - General Securities Principal Examination
BC
Issued 01/12/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1988
Series 3 - National Commodity Futures Examination
BC
Issued 08/18/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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