Loring, Wolcott & Coolidge Fiduciary Advisors, LLP

CRD 107153 · Boston, MA · $12.8B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 107153
SEC number: 801-46976
Firm type: RIA
Assets under management: $12.8B as of Jun 9, 2026
Website: www.linkedin.com/company/loring-wolcott-&-coolidge ↗
Phone: 617-523-6531
Address: 230 Congress Street, Boston, MA, 02110-2437

Advisors at this firm

10 in our index · page 1 of 1

Thomas Russell AppletonCRD 5313248 · Boston, MA

IA Registered
Charles-Frederick David BoitCRD 4534823 · Boston, MA

IA Registered
David Cuetos RuanoCRD 7294778 · Boston, MA

IA Registered
Wendy Shaw HoldingCRD 5468811 · Boston, MA

IA Registered
Nushin KormiCRD 4232198 · Boston, MA

IA Registered
Amory Loring LoganCRD 5808724 · Boston, MA

IA Registered
William Bartlett PerkinsCRD 4362049 · Boston, MA

IA Registered
Gilbert Morgan RoddyCRD 4362042 · Boston, MA

IA Registered
Simran SuCRD 5563393 · Boston, MA

IA RegisteredRegistration inactive
Hugh L. WarrenCRD 4362055 · Boston, MA

IA Registered

Source & corrections

Where this page comes from

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