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230 Congress Street, Boston, MA 02110-2437 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-06-20 |
| MA | RA | APPROVED | 2008-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Loring Wolcott & Coolidge | Boston | MA | 10/2009 | 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-18 |
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