General Partner · Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
Nushin Kormi
CRD 4232198 · 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 Nushin Kormi on its Form ADV as General Partner, a control person. The SEC filings also name Nushin at 1 other registered adviser.
Firms and roles
- Loring, Wolcott & Coolidge Fiduciary Advisors, LLPGeneral PartnerWealth manager · Boston, MA · $13B in regulatory assets
- Domini Impact Investments LLCTrustee, Jotham C. Kinder Non-Gst TrustAsset manager · New York, NY · $2.4B in regulatory assets
AtlasMembers
Nushin’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
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- 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 (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
- Charles-Frederick D. BoitGeneral Partner, Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
- Thomas R. AppletonGeneral Partner, Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
12 more people named with Nushin on the same filings, with titles and firms. Free in Atlas with a free account.
See all 17 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nushin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.