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Amy Elizabeth Koch

STANDISH MELLON ASSET MANAGEMENT COMPANY LLC·BOSTON, Massachusetts
Series 3, Series 7TO, Series 24, Series 63Clean recordSTANDISH MELLON ASSET MANAGEMENT COMPANY LLC
BNY MELLON CENTER, BOSTON, MA 02108-4408CRD# 3167010Firm CRD# 113972

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Amy Elizabeth Koch · BOSTON, MA
Registration
CRD #3167010 · STANDISH MELLON ASSET MANAGEMENT COMPANY LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 3
Series 7TO
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
STANDISH MELLON ASSET MANAGEMENT COMPANY LLC
CRD 113972 · SEC 801-60527
AUM
$130.2B
Regulatory assets under management
Employees
158
1,742 client accounts
Services offered by STANDISH MELLON ASSET MANAGEMENT COMPANY LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Market timing services
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

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04

Frequently Asked Questions

What services does Amy Elizabeth Koch offer?
Amy Elizabeth Koch specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Amy Elizabeth Koch's credentials?
Amy Elizabeth Koch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Elizabeth Koch located?
Amy Elizabeth Koch is based in BOSTON, Massachusetts, working with STANDISH MELLON ASSET MANAGEMENT COMPANY LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Amy Elizabeth Koch charge for services?
Amy Elizabeth Koch's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STANDISH MELLON ASSET MANAGEMENT COMPANY LLC?
STANDISH MELLON ASSET MANAGEMENT COMPANY LLC has approximately 158 employees and manages $130.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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