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William Perkins

General Partner at Loring, Wolcott & Coolidge Fiduciary Advisors

Investment adviser registrationBoston, MA

William Perkins is General Partner of Loring, Wolcott & Coolidge Fiduciary Advisors, LLP, a Boston investment adviser managing $12.8B. William Perkins 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

William Perkins has been General Partner of Loring, Wolcott & Coolidge Fiduciary Advisors since June 1994. William Perkins is a control person of the firm and directly owns between 5% and 10% of it. William Perkins is a graduate of Harvard College, Lewis & Clark Law School and American Bankers Association National Graduate 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 identifies William B. Perkins as a Compliance Partner.

  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 William Perkins’s record.

Individual record

Full name
William Bartlett Perkins
CRD
4362049
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 William Perkins work?

William Perkins 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 William Perkins a financial advisor?

Yes. William Perkins 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 William Perkins have?

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

Source: IAPD individual record, checked 17 October 2026

Where is William Perkins based?

William Perkins’ 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 4362049. 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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