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230 Congress Street, Boston, MA 02110-2437 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2002-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Loring, Wolcott & Coolidge | Boston | MA | 07/1985 | Present |
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. SINCE 1993, MR. RODDY HAS SERVED AS A DIRECTOR OF HOLLINGSWORTH & VOSE COMPANY, A PAPER MAKING COMPANY LOCATED AT 112 WASHINGTON STREET, EAST WALPOLE, MA 02032. MR. RODDY DEVOTES TEN HOURS EVERY QUARTER TO HIS DUTIES AT HOLLINGSWORTH & VOSE, ALL OF WHICH OCCUR DURING TRADING HOURS. SINCE JULY 30, 1996, MR. RODDY HAS SERVED AS THE TREASURER OF MCCRILLIS LAND ASSOCIATION, WHICH MANAGES TIMBERLAND IN MAINE. MCCRILLIS LAND ASSOCIATION IS LOCATED AT TWO INTERNATIONAL PLACE, BOSTON MA 02110. MR. RODDY DEVOTES TEN HOURS EVERY QUARTER TO HIS DUTIES AT MCCRILLIS, ALL OF WHICH OCCUR DURING TRADING HOURS.
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