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Charles-frederick Boit

General Partner at Loring, Wolcott & Coolidge Fiduciary Advisors

Investment adviser registrationBoston, MA

Charles-frederick Boit is General Partner of Loring, Wolcott & Coolidge Fiduciary Advisors, LLP, a Boston investment adviser managing $12.8B. Charles-frederick Boit has been registered as an investment adviser representative through Loring, Wolcott & Coolidge Fiduciary Advisors since 27 May 2002, has 24 years in the industry across 1 firm and has passed the Series 65.

24
Years in industry
24
Years at firm
1
Adviser firms
1
States registered

From the IAPD record · data retrieved 17 October 2026 · page updated 20 October 2026SEC record

Career

Charles-frederick Boit has been General Partner of Loring, Wolcott & Coolidge Fiduciary Advisors since June 2002. Charles-frederick Boit is a control person of the firm and directly owns between 5% and 10% of it. Charles-frederick Boit holds an MBA from Wharton School and a Master’s in International Studies from the University of Pennsylvania. Charles-frederick Boit is a graduate of Harvard College.

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.

LWC identifies David Boit as a former President of the firm.

  1. Loring, Wolcott & Coolidge Fiduciary Advisors, LLPCurrent
    – present · 24 years
    Boston, MA · Adviser representative · Firm CRD 107153

Credentials and registrations

Investment adviser representative registrations

Massachusetts27 May 2002
Status
Approved

Examinations

Series 6525 May 2002
Name
Uniform Investment Adviser Law Examination

Individual record

Full name
Charles-frederick David Boit
CRD
4534823
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 Charles-frederick Boit work?

Charles-frederick Boit has been General Partner of Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since June 2002, and is a control person of the firm.

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

Is Charles-frederick Boit a financial advisor?

Yes. Charles-frederick Boit has a current investment-adviser registration in Massachusetts, through Loring, Wolcott & Coolidge Fiduciary Advisors since May 2002.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Charles-frederick Boit have?

Charles-frederick Boit has 24 years in the financial industry, since May 2002, across 1 adviser firm.

Source: IAPD individual record, checked 17 October 2026

What exams has Charles-frederick Boit passed?

Charles-frederick Boit passed the Series 65 in May 2002.

Source: IAPD individual record, checked 17 October 2026

Where is Charles-frederick Boit based?

Charles-frederick Boit’s registered office is in Boston, MA.

Source: IAPD individual record, checked 17 October 2026

Leadership at Loring, Wolcott & Coolidge Fiduciary Advisors

Sources

  1. IAPD individual record, CRD 4534823. 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 17 October 2026. The SEC record may have been amended since.

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