Wendy Shaw Holding
Investment adviser representative at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
17 yearsExperience
2 statesRegistered in
CFADesignation
$12.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Loring Wolcott & CoolidgeOct 2009 to now
- Loring, Wolcott & Coolidge Fiduciary Advisors, LLPMay 2008 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
$12.8BAssets managed
3,290Clients
10Advisers
32 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5468811
- Firm CRD
- 107153