GM
Gilbert Morgan Roddy
CRD 4362042
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.
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 ↗