Kenneth
Koch
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Kenneth Koch is a financial advisor based in Hingham, Massachusetts, with a total of 1 year of industry experience. Koch is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. Koch has gained experience at Morgan Stanley, Northwestern Mutual Investment Services, LLC, Walter May, Shaun Feldeisen, John Mara, Northwestern Mutual Wealth Management Company, Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, National Association, Massmutual, Mml Investors Services, E*Trade Securities LLC, E*Trade Capital Management LLC, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Koch holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to operate in Connecticut and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a business operating out of New York, NY. The company has offices in 3,372 locations and a total of 36,687 financial advisors. It oversees $1 trillion in assets between its 2,864,234 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 4,459 charities and foundations. Of its 2,864,234 client accounts, 23% are held by high-net-worth investors who have more than $1 million in assets. Merrill Lynch, Pierce, Fenner & Smith Inc has a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fees typically are based on which services the firm provides the client. Fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc may include any blend of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,093,689,238,206
36,687
2,864,234
$381,844
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Kenneth Koch Work History
Kenneth has been registered as a financial advisor for 1 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
E*Trade Securities LLC
E*Trade Capital Management LLC
Massmutual
Mml Investors Services
Morgan Stanley Smith Barney LLC
Morgan Stanley Private Bank, National Association
Northwestern Mutual Wealth Management Company
Morgan Stanley
Northwestern Mutual Investment Services, LLC
Walter May
Shaun Feldeisen
John Mara
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kenneth Koch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Stafford, VA
New York, NY
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Dallas, TX
Mount Pleasant, SC
Sammamish, WA
Lincoln, RI
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