Marc Koch is a registered investment advisor at Morgan Stanley, based in New York, NY, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
1585 Broadway, 21st Floor, New York, NY, 10036
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Regulatory History (2)
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Customer Dispute
December 2025Pending
Customer Dispute
March 2024Denied
Employment History
Current Registrations
Morgan StanleyBroker
March 2023 - Present · 3 yrs 2 mos
Morgan Stanley
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
First Republic Investment Management, INC.
November 2022 - April 2023 · 5 mos
First Republic Securities Company, LLCBroker
November 2022 - April 2023 · 5 mos
First Republic Investment Management, INC.
November 2022 - November 2022 · 0 mos
J.P. Morgan Securities LLC
October 2015 - November 2022 · 7 yrs 1 mo
J.P. Morgan Securities LLCBroker
October 2015 - November 2022 · 7 yrs 1 mo
Credit Suisse Securities (USA) LLC
October 2013 - November 2015 · 2 yrs 1 mo
Credit Suisse Securities (USA) LLCBroker
September 2013 - November 2015 · 2 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.