Career
Simran Su has been General Partner of Loring, Wolcott & Coolidge Fiduciary Advisors since May 2025. Simran Su is a control person of the firm and directly owns between 5% and 10% of it. Simran Su holds a BS in Finance from Schreyer Honors College at Pennsylvania State 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 lists Simran Su among its trustees.
- – present · 1 yearBoston, MA · Adviser representative · Firm CRD 107153
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Massachusetts | Approved | 29 May 2025 |
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 19 August 2019 |
| Series 7TO | General Securities Representative Examination | 6 August 2019 |
| Series 3 | National Commodity Futures Examination | 22 February 2019 |
| Series 7 | General Securities Representative Examination | 12 August 2009 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- National Commodity Futures Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Simran Su
- CRD
- 5563393
- 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 Simran Su work?
Simran Su has been General Partner of Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since May 2025, and is a control person of the firm.
Is Simran Su a financial advisor?
Yes. Simran Su has a current investment-adviser registration in Massachusetts, through Loring, Wolcott & Coolidge Fiduciary Advisors since May 2025.
How many years of experience does Simran Su have?
Simran Su has 10 years in the financial industry, since August 2016, across 1 adviser firm.
What exams has Simran Su passed?
Simran Su has passed 4 licensing exams: the Series 7, Series 3, Series 7TO and Series 63. The earliest, the Series 7, was passed in August 2009.
Where is Simran Su based?
Simran Su’s registered office is in Boston, MA.
Leadership at Loring, Wolcott & Coolidge Fiduciary Advisors
- Charles SchmidtChief Compliance Officer
- 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