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Thomas Appleton

General Partner at Loring, Wolcott & Coolidge Fiduciary Advisors

Investment adviser registrationBoston, MA

Thomas Appleton is General Partner of Loring, Wolcott & Coolidge Fiduciary Advisors, LLP, a Boston investment adviser managing $12.8B. Thomas Appleton has been registered as an investment adviser representative through Loring, Wolcott & Coolidge Fiduciary Advisors since 10 May 2007 and has 19 years in the industry across 1 firm.

19
Years in industry
19
Years at firm
1
Adviser firms
1
States registered

From the IAPD record · data retrieved 18 October 2026 · page updated 20 October 2026SEC record

Career

Thomas Appleton has been General Partner of Loring, Wolcott & Coolidge Fiduciary Advisors since January 2007. Thomas Appleton is a control person of the firm and directly owns between 5% and 10% of it. Thomas Appleton studied Economics and Asian Studies at Trinity College.

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 Thomas R. Appleton as President of the firm.

  1. Loring, Wolcott & Coolidge Fiduciary Advisors, LLPCurrent
    – present · 19 years
    Boston, MA · Adviser representative · Firm CRD 107153

Credentials and registrations

Investment adviser representative registrations

Massachusetts10 May 2007
Status
Approved

Examinations

No examinations are on Thomas Appleton’s record.

Individual record

Full name
Thomas Russell Appleton
CRD
5313248
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 Thomas Appleton work?

Thomas Appleton has been General Partner of Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since January 2007, and is a control person of the firm.

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

Is Thomas Appleton a financial advisor?

Yes. Thomas Appleton has a current investment-adviser registration in Massachusetts, through Loring, Wolcott & Coolidge Fiduciary Advisors since May 2007.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Thomas Appleton have?

Thomas Appleton has 19 years in the financial industry, since May 2007, across 1 adviser firm.

Source: IAPD individual record, checked 18 October 2026

Where is Thomas Appleton based?

Thomas Appleton’s registered office is in Boston, MA.

Source: IAPD individual record, checked 18 October 2026

Leadership at Loring, Wolcott & Coolidge Fiduciary Advisors

Sources

  1. IAPD individual record, CRD 5313248. 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 18 October 2026. The SEC record may have been amended since.

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