Career
Charles Schmidt has been Chief Compliance Officer of Loring, Wolcott & Coolidge Fiduciary Advisors since June 2023. Charles Schmidt is a control person of the firm and directly owns under 5% of it. Charles Schmidt holds a Juris Doctor from Suffolk University Law School and a BA from Johns Hopkins University.
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 Charles Schmidt as Chief Compliance Officer and Regulatory Counsel.
The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.
Credentials and registrations
Individual registration and examination information for Charles Schmidt is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.
Officer record
- Full name
- Charles Schmidt
- CRD
- 4690128
- Record basis
- Form ADV officer listing
- Firm bio
- lwcotrust.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Charles Schmidt work?
Charles Schmidt has been Chief Compliance Officer of Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since June 2023, and is a control person of the firm.
Leadership at Loring, Wolcott & Coolidge Fiduciary Advisors
- Jonathan KorbGeneral Counsel
- Amory LoganGeneral
- Gilbert RoddyGeneral Partner
- William PerkinsGeneral Partner
- Hugh WarrenGeneral Partner
- Charles-frederick BoitGeneral Partner
- Thomas AppletonGeneral Partner
- Wendy HoldingGeneral Partner
- Nushin KormiGeneral Partner
- David Cuetos RuanoGeneral Partner
- Simran SuGeneral Partner