Loring, Wolcott & Coolidge Fiduciary Advisors, LLP

Loring, Wolcott & Coolidge Fiduciary Advisors, LLP (CRD# 107153) is a financial advisory firm headquartered in Boston, MA. They manage $9,016,820,065 in 2,902 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    9,017
    MILLION
  • Total Number of Accounts
    2,902
    ACCOUNTS
  • Average Account Value
    $3,107,105
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
Showing 1 - 10 of 11 top financial advisors.
1
Thomas R. Appleton
CRD#: 5313248
230 Congress Street, Boston, MA 02110

Thomas Appleton (CRD# 5313248) is an Investment Advisor Representative working at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA and has 1 year of experience in the finance industry.

2
Charles-frederick D. Boit
CRD#: 4534823
230 Congress Street, Boston, MA 02110

Charles-frederick Boit (CRD# 4534823) is an Investment Advisor Representative working at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA and has over 18 years of experience in the finance industry.

3
Wendy S. Holding
CRD#: 5468811
230 Congress Street, Boston, MA 02110

Wendy Holding (CRD# 5468811) is an Investment Advisor Representative working at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA and has over 12 years of experience in the finance industry.

4
Nushin Kormi
CRD#: 4232198
230 Congress Street, Boston, MA 02110

Nushin Kormi (CRD# 4232198) is an Investment Advisor Representative working at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA and has over 20 years of experience in the finance industry.

5
Amory L. Logan
CRD#: 5808724
230 Congress Street, Boston, MA 02110

Amory Logan (CRD# 5808724) is an Investment Advisor Representative working at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA and has over 4 years of experience in the finance industry.

6
Peter B. Loring
CRD#: 4362016
230 Congress Street, Boston, MA 02110

Peter Loring (CRD# 4362016) is an Investment Advisor Representative working at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA and has 1 year of experience in the finance industry.

7
William A. Mims
CRD#: 2937849
230 Congress Street, Boston, MA 02110

William Mims (CRD# 2937849) is an Investment Advisor Representative working at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA and has over 17 years of experience in the finance industry.

8
William B. Perkins
CRD#: 4362049
230 Congress Street, Boston, MA 02110

William Perkins (CRD# 4362049) is an Investment Advisor Representative working at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA and has 1 year of experience in the finance industry.

9
Gilbert M. Roddy
CRD#: 4362042
230 Congress Street, Boston, MA 02110

Gilbert Roddy (CRD# 4362042) is an Investment Advisor Representative working at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA and has 1 year of experience in the finance industry.

10
Amy D. Thornton
CRD#: 69755
230 Congress Street, Boston, MA 02110

Amy Thornton (CRD# 69755) is an Investment Advisor Representative working at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA and has over 17 years of experience in the finance industry.

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