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Hugh Warren

General Partner at Loring, Wolcott & Coolidge Fiduciary Advisors

Investment adviser registrationBoston, MA

Hugh Warren is General Partner of Loring, Wolcott & Coolidge Fiduciary Advisors, LLP, a Boston investment adviser managing $12.8B. Hugh Warren has been registered as an investment adviser representative through Loring, Wolcott & Coolidge Fiduciary Advisors since 29 May 2002 and has 24 years in the industry across 1 firm.

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

Hugh Warren has been General Partner of Loring, Wolcott & Coolidge Fiduciary Advisors since June 1994. Hugh Warren is a control person of the firm and directly owns between 5% and 10% of it. Hugh Warren studied at Harvard College, Harvard Business School and National Trust School.

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 Hugh L. Warren as Trustee Emeritus.

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

Credentials and registrations

Investment adviser representative registrations

Massachusetts29 May 2002
Status
Approved

Examinations

No examinations are on Hugh Warren’s record.

Individual record

Full name
Hugh L. Warren
CRD
4362055
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 Hugh Warren work?

Hugh Warren has been General Partner of Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since June 1994, and is a control person of the firm.

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

Is Hugh Warren a financial advisor?

Yes. Hugh Warren 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 Hugh Warren have?

Hugh Warren has 24 years in the financial industry, since May 2002, across 1 adviser firm.

Source: IAPD individual record, checked 17 October 2026

Where is Hugh Warren based?

Hugh Warren’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 4362055. 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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