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

Simran Su

CRD 5563393 · 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 Simran Su on its Form ADV as General Partner, a control person. The SEC filings also name Simran at 1 other registered adviser.

Firms and roles

AtlasMembers

Simran’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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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.

Colleagues named on the same filings (17)

12 more people named with Simran 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 Simran’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.