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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 | 08/1987 | 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 & ADMINISTRATIVE 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 1999, Mr. Perkins has served as a board member, since 2023 has served as President of Sailor's Snug Harbor of Boston, a non-profit grantmaking organization supporting non-profits addressing social needs of low-income elders in coastal Massachusetts communities. Sailor's Snug Harbor of Boston has no physical address. Mr. Perkins typically devotes approximately two hours per month to his duties at Sailors Snug Harbor of Boston, all of which occur during trading hours.
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