Phillip Koch (CRD# 7753815) is an Investment Advisor Representative working at Norwich Wealth Partners in Boston, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Fairmont Consulting Group | Boston, MA | Jan 2021 - Current | 3 |
Raytheon Technologies (pratt & Whitney) | East Hartford, CT | Jun 2019 - Dec 2020 | 1 |
The Ohio State University | Columbus, OH | Aug 2015 - Jun 2019 | 3 |
Canterbury Golf Club | Beachwood, OH | May 2011 - Aug 2018 | 7 |
Full-time Student | Shaker Heights, OH | Aug 2011 - Aug 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- MA
- OH
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts3ACCOUNTS
-
Average Account Value$262,077
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA, OH
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