General Partner · Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
Gilbert M. Roddy
CRD 4362042 · Named on Form ADV at one SEC-registered adviser
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 Gilbert M. Roddy on its Form ADV as General Partner, a control person.
Firms and roles
- Loring, Wolcott & Coolidge Fiduciary Advisors, LLPGeneral PartnerWealth manager · Boston, MA · $13B in regulatory assets
AtlasMembers
Gilbert’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 the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- Chartered Financial Analyst
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Gilbert’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (11)
- William B. PerkinsGeneral Partner, Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
- Hugh L. WarrenGeneral Partner, Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
- Charles-Frederick D. BoitGeneral 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
6 more people named with Gilbert on the same filings, with titles and firms. Free in Atlas with a free account.
See all 11 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gilbert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.