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230 Congress Street, Boston, MA 02110-2437 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-02-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Resility | Stockholm | 12/2011 | 12/2019 | |
| Rocky Mountain Institute | Washington | DC | 11/2014 | 02/2017 |
| Loring, Wolcott & Coolidge | Boston | MA | 02/2017 | Present |
Ms. Nushin Kormi joined the Board of Mothers Out Front in May 2024 and is serving as the Treasurer. She will be reviewing their budget and audits as part of her responsibilities. She will not be performing work that is investment related. Mothers Out Front is a grassroots transition toward clean and renewable energy. Mothers Out Front is located at 68 Harrison Ave Ste 605, PMB 23686, Boston, MA 02111. Ms. Nushin Kormi joined the Board of Directors of the Trustees Reservations in May 2023. The Trustees Reservations is a Nonprofit organization addressing the imperatives of climate change mitigation and resilience and the loss of biodiversity. The Trustees Reservations is located at 200 High St, Boston MA 02110. Since September 2023, Nushin Kormi has served as a member of the investment committee for the Tenacre Country Day School (a Pre-K through 6th grade school). They review the work that the Commonfund does in investing the school's endowment. The school is located at 78 Benvenue st, Wellesley, MA 02482. Nushin typically devotes 0.5 hours per month to her duties at the Tenacre Country Day School, all of which occur during non-trading hours. THE PARTNERS OF LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP ARE PRIMARILY ENGAGED IN THE BUSINESS OF MANAGING FIDUCIARY (TRUST) ACCOUNTS. IN MOST INSTANCES THE PARTNERS ARE NAMED INDIVIDUALLY TO SERVE AS TRUSTEES, SUBJECT TO THE CUSTOMARY FIDUCIARY DUTIES. THE PARTNERS SERVE AS DIRECTORS OF LORING WOLCOTT & COOLIDGE OFFICE, INC. AND AS MANAGERS OF LORING, WOLCOTT & COOLIDGE TRUST, LLC, A NEW HAMPSHIRE CHARTERED NON-DEPOSITORY TRUST COMPANY. THE TRUST COMPANY PROVIDES CUSTODY & ADMINISTRATION SERVICES FOR ACCOUNTS ON WHICH PARTNERS SERVE AS TRUSTEES OR INVESTMENT ADVISORS. NO EFFORT HAS BEEN MADE TO ALLOCATE TIME SPENT ON DIFFERENT ACTIVITIES AS FIDUCIARY: INVESTMENT AND ADMINISTRATIVE SERVICES ARE CONSIDERED INTER-RELATED BY THE TRUSTEES/PARTNERS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-24 |
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