Simran Su
Investment adviser representative at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Loring, Wolcott & Coolidge Fiduciary Advisors, LLPMay 2025 to now
- Loring, Wolcott & CoolidgeMay 2025 to now
- Wellington ManagementJun 2016 to Apr 2025
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 5563393
- Firm CRD
- 107153