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RIA / WealthAdvisorCertified Financial Planner12 years in industry

AMY SOU QIU

Advisor at CHOATE INVESTMENT ADVISORS

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:81bbcb30-bcea-5810-04d1-e44c19e0eb22

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 28, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CHOATE INVESTMENT ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 27, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 27, 2013
First registration: Sep 28, 2013
Dual registered: no
IAPD individual key: 6227817

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CHOATE INVESTMENT ADVISORS	Independent wealth	Jun 10, 2024	n/a	yes	BOSTON, MA	Current employment
WELCH & FORBES LLC	Independent wealth	May 7, 2019	May 3, 2024	no	BOSTON, MA	Previous registration
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC	Independent wealth	Aug 23, 2018	Mar 28, 2019	no	BOSTON, MA	Previous registration
FIDUCIARY TRUST INTERNATIONAL, LLC	Bank affiliated wealth	Feb 29, 2016	Jul 27, 2018	no	LINCOLN, MA	Previous registration
MORGAN STANLEY	Wirehouse	Sep 28, 2013	Feb 23, 2016	no	Boston, MA\|WALTHAM, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELCH & FORBES LLC	CHOATE INVESTMENT ADVISORS	May 3, 2024	Jun 10, 2024	38	Firm change	RIA to RIA
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC	WELCH & FORBES LLC	Mar 28, 2019	May 7, 2019	40	Firm change	RIA to RIA
FIDUCIARY TRUST INTERNATIONAL, LLC	REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC	Jul 27, 2018	Aug 23, 2018	27	Firm change	RIA to RIA
MORGAN STANLEY	FIDUCIARY TRUST INTERNATIONAL, LLC	Feb 23, 2016	Feb 29, 2016	6	Firm change	Other

Relationships

Registered with (5)

→ CHOATE INVESTMENT ADVISORSRegistered adviserregistration: current employment
Jun 10, 2024 to presentfactForm ADV
→ WELCH & FORBES LLCRegistered adviserregistration: previous registration
May 7, 2019 to May 3, 2024factForm ADV
→ REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 23, 2018 to Mar 28, 2019factForm ADV
→ FIDUCIARY TRUST INTERNATIONAL, LLCRegistered adviserregistration: previous registration
Feb 29, 2016 to Jul 27, 2018factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Sep 28, 2013 to Feb 23, 2016factForm ADV

Dated events

Occurred
May 3, 2024
Advisor changed firm
Amy Sou Qiu left Welch & Forbes Llc for Choate Investment Advisors (registered 2024-06-10)
Form ADVobserved 4 days ago