Career
Gilbert Roddy has been General Partner of Loring, Wolcott & Coolidge Fiduciary Advisors since June 1994. Gilbert Roddy is a control person of the firm and directly owns between 5% and 10% of it.
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 lists Gilbert M. Roddy, Jr. among its trustees.
- – present · 24 yearsBoston, MA · Adviser representative · Firm CRD 107153
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Massachusetts | Approved | 29 May 2002 |
- Status
- Approved
Examinations
No examinations are on Gilbert Roddy’s record.
Individual record
- Full name
- Gilbert Morgan Roddy
- CRD
- 4362042
- 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 Gilbert Roddy work?
Gilbert Roddy has been General Partner of Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since June 1994, and is a control person of the firm.
Is Gilbert Roddy a financial advisor?
Yes. Gilbert Roddy has a current investment-adviser registration in Massachusetts, through Loring, Wolcott & Coolidge Fiduciary Advisors since May 2002.
How many years of experience does Gilbert Roddy have?
Gilbert Roddy has 24 years in the financial industry, since May 2002, across 1 adviser firm.
Where is Gilbert Roddy based?
Gilbert Roddy’s registered office is in Boston, MA.
Leadership at Loring, Wolcott & Coolidge Fiduciary Advisors
- Charles SchmidtChief Compliance Officer
- Jonathan KorbGeneral Counsel
- Amory LoganGeneral
- 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