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230 Congress Street, Boston, MA 02110-2437 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Loring, Wolcott & Coolidge | Boston | MA | 06/2016 | 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 2011, Ms. Logan has served as a board member, since 2013 has served on the investment committee, and since 2019 has served as Treasurer of Sailors' Snug Harbor of Boston, a non-profit grantmaking organization supporting non-profits addressing social needs of low income elders in coastal Massachusetts communities. Sailors' Snug Harbor of Boston has no physical address. Ms. Logan typically devotes approximately twenty hours per year to her duties at Sailors Snug Harbor of Boston, all of which occur during trading hours. Since 2022, Ms. Logan has served as a Trustee of the McCrillis Land Association, which manages timberland in Maine, and is located at 1 Federal Street Boston, MA 02110. Ms. Logan typically devotes approximately ten hours per quarter to her work at the McCrillis Land Association, all of which occur during trading hours. Since 2023, Ms. Logan has served as a board member and investment committee member of the Maine Coast Heritage Trust, a non-profit land conservation organization, which is located at 1 Bowdoin Mill Island, Suite 201, Topsham, ME 04086. Ms. Logan typically devotes approximately fifty hours per year to her duties at the Main Coast Heritage Trust, all of which occur during trading hours. Since 2024, Ms. Logan has served as the Treasurer of the Manchester-by-the-Sea Museum, a non-profit dedicated to celebrating and serving the Manchester-by-the-Sea community, which is located at 10 Union Street, Manchester-by-the-Sea, MA 01944. Ms. Logan typically devotes approximately fifty hours per year to her duties at the Manchester-by-the-Sea Museum, about a quarter of which occur during trading hours. Since July 1, 2025, Ms. Logan has served as a board member of the Shore Country Day School, an institution dedicated to providing an education that inspires a love of learning and encourages children to embrace academic challenge. The school is located at 545 Cabot Street, Beverly, MA 01915. Ms. Logan estimates she will dedicate approximately 40 hours per quarter to her duties at the Shore Country Day School, with about half occurring during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-12 |
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