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Amy Sou Qiu

Choate Investment Advisors

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About Amy Sou Qiu

Amy Qiu is a financial advisor with over 10 years of experience in the industry. Amy is currently registered with Choate Investment Advisors, a firm that provides financial planning and investment management services. Amy has a broad range of experience, having worked at several firms throughout her career, including Morgan Stanley, Athena Capital Advisors LLC, Reynders, McVeigh Capital Management, LLC, and Welch & Forbes LLC. She is a Certified Financial Planner and holds the Series 7, Series 66, and SIE licenses. Amy specializes in providing financial advice to a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles.

Firm Information

Amy Qiu is currently registered with Choate Investment Advisors. Choate Investment Advisors is a Boston-based firm with 17 investment advisory professionals managing $7.5 billion in assets for individuals, charitable organizations, pooled investment vehicles, and corporations. The firm provides financial planning, portfolio management, publication of periodicals, and selection of other advisors.
Choate Investment Advisors

TWO INTERNATIONAL PLACE

BOSTON, MA 02110

$7.50B

Assets Under Management

3

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amy Qiu’s Registration & Firm History

MA

06/10/2024 - Present

Choate Investment Advisors (BOSTON MA)

MA

08/29/2013 - 02/23/2016

MORGAN STANLEY (WALTHAM MA)

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Licenses & Designations

BOTH

Issued 09/27/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/23/2016

SIE - Securities Industry Essentials Examination

BC

Issued 08/28/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amy Sou Qiu.
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