Allie Koch
Investment Adviser Representative at Moneco Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Allie Koch is an investment adviser representative with Moneco Advisors in Fairfield, CT, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with UBS Financial Services Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Connecticut and New York.
Office
Advisors at this office: 22
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Connecticut, New York
- Broker:
1 state or territory
Connecticut
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Giove's PizzaOct 2020 – Jul 2021Trumbull, CT
- Next Dimension GymnasticsApr 2018 – May 2022Trumbull, CT
- Wilton ReMay 2023 – Dec 2023Norwalk, CT
- UBS Financial ServicesJun 2024 – Aug 2024Westport, CT
- Little Phoenix Pre-School and DaycareDec 2023 – Jun 2025Easton, CT
- Fairfield UniversityAug 2021 – May 2025Fairfield, CT
- UBS Financial ServicesJul 2025 – Mar 2026Weehawken, NJ
- Fairfield UniversitySep 2021 – May 2025Trumbull, CT
- UnemployedDec 2004 – Apr 2018Trumbull, CT
- Moneco AdvisorsMar 2026 – no end date reportedFairfield, CT
- Chealsea PiersSep 2025 – Mar 2026Brooklyn, NY
- Trumbull High SchoolAug 2017 – Jun 2021Trumbull, CT
- Hillcrest Middle SchoolAug 2015 – Aug 2017Trumbull, CT
- LPL FinancialMar 2026 – no end date reportedFairfield, CT
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Moneco Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $10,000 (waivable)
- Estimated blended rate
- 0.02
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 47
- Offices listed on AdvisorFinder:
- 8
- Main office:
- Fairfield, CT
- SEC file number:
- 801-80027
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 8, 2026
View full firm profileOther advisors at Moneco Advisors
Showing 12 of 47 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Allie Koch has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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