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Wendy Holding

General Partner at Loring, Wolcott & Coolidge Fiduciary Advisors

Investment adviser registrationBoston, MA

Wendy Holding is General Partner of Loring, Wolcott & Coolidge Fiduciary Advisors, LLP, a Boston investment adviser managing $12.8B. Wendy Holding has been registered as an investment adviser representative through Loring, Wolcott & Coolidge Fiduciary Advisors since 1 May 2008, has 18 years in the industry across 1 firm and has passed the Series 65.

18
Years in industry
18
Years at firm
1
Adviser firms
2
States registered

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

Career

Wendy Holding has been General Partner of Loring, Wolcott & Coolidge Fiduciary Advisors since March 2009. Wendy Holding is a control person of the firm and directly owns between 5% and 10% of it. Wendy Holding holds a BA in History from Princeton 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 Wendy Holding as a Vice President of the firm.

  1. Loring, Wolcott & Coolidge Fiduciary Advisors, LLPCurrent
    – present · 18 years
    Boston, MA · Adviser representative · Firm CRD 107153

Credentials and registrations

Investment adviser representative registrations

Massachusetts1 May 2008
Status
Approved
New Hampshire20 June 2023
Status
Approved

Examinations

Series 6518 April 2008
Name
Uniform Investment Adviser Law Examination

Individual record

Full name
Wendy Shaw Holding
CRD
5468811
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 Wendy Holding work?

Wendy Holding has been General Partner of Loring, Wolcott & Coolidge Fiduciary Advisors, LLP since March 2009, and is a control person of the firm.

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

Is Wendy Holding a financial advisor?

Yes. Wendy Holding has a current investment-adviser registration in Massachusetts and New Hampshire, through Loring, Wolcott & Coolidge Fiduciary Advisors since May 2008.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Wendy Holding have?

Wendy Holding has 18 years in the financial industry, since April 2008, across 1 adviser firm.

Source: IAPD individual record, checked 18 October 2026

What exams has Wendy Holding passed?

Wendy Holding passed the Series 65 in April 2008.

Source: IAPD individual record, checked 18 October 2026

Where is Wendy Holding based?

Wendy Holding’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 5468811. 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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