Wendy Holding, financial advisor Boston MA
96 score

Wendy Holding

CRD Number: 5468811
Current Firm: Loring, Wolcott & Coolidge Fiduciary Advisors, LLP

Wendy Holding (CRD# 5468811) is an Investment Advisor Representative working at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA and has over 8 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Loring Wolcott & Coolidge Boston, MA Oct 2009 - Current 7
Loring, Wolcott & Coolidge Office Boston, MA Oct 2007 - Oct 2009 2
Loring Wolcott & Coolidge Office Boston, MA Feb 2005 - Oct 2007 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2008
Contact Info for Wendy S. Holding
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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