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Nushin Kormi

General Partner at Loring, Wolcott & Coolidge Fiduciary Advisors

Investment adviser registrationBoston, MA

Nushin Kormi is General Partner of Loring, Wolcott & Coolidge Fiduciary Advisors, LLP, a Boston investment adviser managing $12.8B. Nushin Kormi has been registered as an investment adviser representative through Loring, Wolcott & Coolidge Fiduciary Advisors since 28 February 2017, has 9 years in the industry across 1 firm and has passed the Series 63, Series 7 and Series 65.

9
Years in industry
9
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

Nushin Kormi has been General Partner of Loring, Wolcott & Coolidge Fiduciary Advisors since March 2017. Nushin Kormi is a control person of the firm and directly owns between 5% and 10% of it. Nushin Kormi holds an AB in Environmental Science and Public Policy from Harvard College and an MBA from Harvard Business 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 identifies Nushin Kormi as Secretary of the firm.

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

Credentials and registrations

Investment adviser representative registrations

Massachusetts28 February 2017
Status
Approved

Examinations

Series 659 January 2017
Name
Uniform Investment Adviser Law Examination
Series 710 September 2005
Name
General Securities Representative Examination
Series 6324 August 2000
Name
Uniform Securities Agent State Law Examination

Individual record

Full name
Nushin Kormi
CRD
4232198
Office
230 CONGRESS STREET, Boston, MA 02110-2437
Firm bio
lwcotrust.com

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

Common questions

Where does Nushin Kormi work?

Nushin Kormi has been General Partner of Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since March 2017, and is a control person of the firm.

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

Is Nushin Kormi a financial advisor?

Yes. Nushin Kormi has a current investment-adviser registration in Massachusetts, through Loring, Wolcott & Coolidge Fiduciary Advisors since February 2017.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Nushin Kormi have?

Nushin Kormi has 9 years in the financial industry, since February 2017, across 1 adviser firm.

Source: IAPD individual record, checked 17 October 2026

What exams has Nushin Kormi passed?

Nushin Kormi has passed 3 licensing exams: the Series 63, Series 7 and Series 65. The earliest, the Series 63, was passed in August 2000.

Source: IAPD individual record, checked 17 October 2026

Where is Nushin Kormi based?

Nushin Kormi’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 4232198. 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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