Charles-frederick Boit, financial advisor Boston MA
96 score

Charles-frederick Boit

CRD Number: 4534823
Current Firm: Loring, Wolcott & Coolidge Fiduciary Advisors, LLP

Charles-frederick Boit (CRD# 4534823) is an Investment Advisor Representative working at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA and has over 14 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Loring, Wolcott & Coolidge Boston, MA Nov 2001 - Current 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2002
Contact Info for Charles-frederick D. Boit
Phone Number: 617-523-6531
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    5,801
    MILLIONS
  • Total Number of Accounts
    2,715
    ACCOUNTS
  • Average Account Value
    $2,136,673
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, NH, NJ, NM, NY, OR, PA, RI, TX, UT, VA, VT, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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