AL
Amory Loring Logan
CRD 5808724
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Loring, Wolcott & Coolidge Fiduciary Advisors, Llp | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Board & officer roles (3)
| Organization | Role | Compensation | As of |
|---|---|---|---|
| Hoffman Family Foundation | TRUSTEE | $4.1K | 12/31/2024 |
| Loring Wolcott & Coolidge Charitable Tr I | TRUSTEE | — | 08/31/2024 |
| New England Quarterly Inc | DIRECTOR | — | 06/30/2024 |
Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.
Ownership stakes
-
Loring, Wolcott & Coolidge Fiduciary Advisors, Llp
General Partner · 5% – 10% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗