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Amory Logan

General at Loring, Wolcott & Coolidge Fiduciary Advisors

Investment adviser registrationBoston, MA

Amory Logan is General of Loring, Wolcott & Coolidge Fiduciary Advisors, LLP, a Boston investment adviser managing $12.8B. Amory Logan has been registered as an investment adviser representative through Loring, Wolcott & Coolidge Fiduciary Advisors since 30 January 2017, has 9 years in the industry across 1 firm and has passed the Series 65.

9
Years in industry
9
Years at firm
1
Adviser firms
1
States registered

From the IAPD record · data retrieved 18 October 2026 · page updated 20 October 2026SEC record

Career

Amory Logan has been General of Loring, Wolcott & Coolidge Fiduciary Advisors since July 2016. Amory Logan is a control person of the firm and directly owns between 5% and 10% of it. Amory Logan studied at Dartmouth College and Amos Tuck School of Business.

Loring, Wolcott & Coolidge Fiduciary Advisors, LLP is a Boston, MA firm with $12.8B under management, 3,290 clients and 13 advisers in one office, as of its July 2026 filing.

Loring, Wolcott & Coolidge identifies Amory L. Logan as Treasurer.

  1. Loring, Wolcott & Coolidge Fiduciary Advisors, LLPCurrent
    – present · 9 years
    Boston, MA · Adviser representative · Firm CRD 107153

Credentials and registrations

Investment adviser representative registrations

Massachusetts30 January 2017
Status
Approved

Examinations

Series 6512 July 2016
Name
Uniform Investment Adviser Law Examination

Individual record

Full name
Amory Loring Logan
CRD
5808724
Office
230 Congress Street, Boston, MA 02110
Firm bio
lwcotrust.com

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Amory Logan work?

Amory Logan has been General of Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since July 2016, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 23 July 2026

Is Amory Logan a financial advisor?

Yes. Amory Logan has a current investment-adviser registration in Massachusetts, through Loring, Wolcott & Coolidge Fiduciary Advisors since January 2017.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Amory Logan have?

Amory Logan has 9 years in the financial industry, since January 2017, across 1 adviser firm.

Source: IAPD individual record, checked 18 October 2026

What exams has Amory Logan passed?

Amory Logan passed the Series 65 in July 2016.

Source: IAPD individual record, checked 18 October 2026

Where is Amory Logan based?

Amory Logan’s registered office is in Boston, MA.

Source: IAPD individual record, checked 18 October 2026

Leadership at Loring, Wolcott & Coolidge Fiduciary Advisors

Sources

  1. IAPD individual record, CRD 5808724. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Loring, Wolcott & Coolidge Fiduciary Advisors, LLP, filed 23 July 2026. Title, control and ownership bands.
  3. Loring, Wolcott & Coolidge Fiduciary Advisors team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

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