Simran Su

Financial advisor at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP · Boston, MA

Last updated 2026-10-10

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Simran Su is a financial advisor at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA, CRD 5563393. Licenses and exams on the registration: Series 63. IAPD registration began 2025-05-29.

Registration

CRD number
5563393
Registration status
Active
IAPD registration
2025-05-29
Industry Experience
1 year
Work Experience
10 years
States registered
MA

Licenses and exams

  • Series 63

Designations

  • Chartered Financial Analyst

Work history

  • 2016-06 to 2025-04 · Wellington Management · Boston, MA
  • 2025-05 to Present · Loring, Wolcott & Coolidge · Boston, MA

Current employment

SEC IAPD record for Simran Su

Loring, Wolcott & Coolidge Fiduciary Advisors, LLP

Regulatory AUM
$12,835,550,894
Registered advisors
10
Offices
1
Clients per advisor
329.0 (Very high)
Average AUM per client
$3.9M (Moderate)
High-net-worth client ratio
97.7% (Very high)

Loring, Wolcott & Coolidge Fiduciary Advisors, LLP: advisors, services and reported ETF investments

About

Simran Su is a Chartered Financial Analyst financial advisor at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, MA. Reported securities licenses include Series 63. The latest record indicates 1 year of industry experience and 10 years of reported work history.

Loring, Wolcott & Coolidge Fiduciary Advisors, LLP's firm-level Form ADV reports 10 advisors across 1 offices; approximately 329.0 clients per advisor, average assets per client of $3,901,383, and regulatory AUM of $12.8B; client categories including High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, and Selection of Other Advisers.

What this firm offers

Filed by Loring, Wolcott & Coolidge Fiduciary Advisors, LLP on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Trust Company

Location

230 Congress Street, Boston, MA 02110-2437

10 advisors at this office.

Loring, Wolcott & Coolidge office in Boston, MA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Simran Su?

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