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General Partner · Loring, Wolcott & Coolidge Fiduciary Advisors, LLP

Charles-Frederick D. Boit

CRD 4534823 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Loring, Wolcott & Coolidge Fiduciary Advisors, LLP, an SEC-registered wealth manager based in Boston, MA with $12.8 billion in regulatory assets, lists Charles-Frederick D. Boit on its Form ADV as General Partner, a control person. The SEC filings also name Charles-Frederick at 1 other registered adviser.

Firms and roles

AtlasMembers

Charles-Frederick’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (17)

  • Gilbert M. RoddyGeneral Partner, Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
  • William B. PerkinsGeneral Partner, Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
  • Hugh L. WarrenGeneral Partner, Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
  • Thomas R. AppletonGeneral Partner, Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
  • Jonathan L KorbGeneral Counsel, Loring, Wolcott & Coolidge Fiduciary Advisors, LLP

12 more people named with Charles-Frederick on the same filings, with titles and firms. Free in Atlas with a free account.

See all 17 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Charles-Frederick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.