Mitchel Aaron Koch

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2019 → 07/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Frisco, TX
• 08/2017 → 01/2019
  University Of Alabama
  Tuscaloosa, AL
• 06/2017 → 08/2017
  Merrill Lynch
  Buffalo, NY
• 08/2016 → 06/2017
  University Of Alabama
  Tuscaloosa, AL
• 11/2016 → 04/2017
  Gnc
  Tuscaloosa, AL
• 10/2020 → Present
  Fisher Investments
  Plano, TX

Previous Registrations

• 2019-05-03 → 2020-08-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Frisco, TX

Exams

• S66 Uniform Combined State Law Examination
  2019-05-02

Other Names

• Mitchel A Koch
• Mitchel Koch