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Nushin Kormi
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP
BOSTON, MA 02110-2437
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CRD#: 4232198
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Professional summary
Nushin Kormi is a registered financial advisor currently at LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP located in Boston, Massachusetts.
Nushin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Nushin has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Ms. Nushin Kormi joined the Board of Mothers Out Front in May 2024 and is serving as the Treasurer. She will be reviewing their budget and audits as part of her responsibilities. She will not be performing work that is investment related. Mothers Out Front is a powerful grassroots movement to ensure a swift, complete and just transition away from fossil fuels and toward clean and renewable energy. Mothers Out Front is located at 30 Bow St, Cambridge MA 02138. Ms. Nushin Kormi joined the Board of Directors of the Trustees Reservations in May 2023. The Trustees Reservations is a Nonprofit organization addressing the imperatives of climate change mitigation and resilience and the loss of biodiversity. The Trustees Reservations is located at 200 High St, Boston MA 02110. Ms. Kormi's duties in relevant part are to Communicate with each relevant committee to ensure that finding climate and conservation solutions is a priority in all the work of the Trustees. She is also tasked with coordinating with the Investment Committee to monitor and spur progress in the Trustees Reservations' work with Cambridge Associates, managers, and other Advisors to make continuing progress in changing the investment portfolio and risk to incorporate accelerating efforts to find climate and environmental solutions. THE PARTNERS OF LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP ARE PRIMARILY ENGAGED IN THE BUSINESS OF MANAGING FIDUCIARY (TRUST) ACCOUNTS. IN MOST INSTANCES THE PARTNERS ARE NAMED INDIVIDUALLY TO SERVE AS TRUSTEES, SUBJECT TO THE CUSTOMARY FIDUCIARY DUTIES. THE PARTNERS SERVE AS DIRECTORS OF LORING WOLCOTT & COOLIDGE OFFICE, INC. AND AS MANAGERS OF LORING, WOLCOTT & COOLIDGE TRUST, LLC, A NEW HAMPSHIRE CHARTERED NON-DEPOSITORY TRUST COMPANY. THE TRUST COMPANY PROVIDES CUSTODY & ADMINISTRATION SERVICES FOR ACCOUNTS ON WHICH PARTNERS SERVE AS TRUSTEES OR INVESTMENT ADVISORS. NO EFFORT HAS BEEN MADE TO ALLOCATE TIME SPENT ON DIFFERENT ACTIVITIES AS FIDUCIARY: INVESTMENT AND ADMINISTRATIVE SERVICES ARE CONSIDERED INTER-RELATED BY THE TRUSTEES/PARTNERS.
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 28, 2017 - Present
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP
Office #1: 230 Congress Street, Boston, MA 02110-2437RIA
CRD#: 107153
BOSTON, MA
Past
September 12, 2005 - September 14, 2011
GOLDMAN SACHS & CO. LLC
BD
CRD#: 361
NEW YORK, NY
Past
September 7, 2000 - August 9, 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LW
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS | THE SUSTAINABILITY GROUP | LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP
CRD#: 107153 / SEC#: 801-46976
RIA
Registered Investment Advisory firm - (8/1/1994 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(2/28/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
LW
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS | THE SUSTAINABILITY GROUP | LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP
CRD#: 107153 / SEC#: 801-46976
RIA
Registered Investment Advisory firm - (8/1/1994 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
230 Congress Street, Boston, MA 02110-2437
Mailing Address
Phone number
(617) 523-6531
Established
Firm type
Fiscal year end
# of Employees
103
SEC notice filing (28 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,385 |
| AUM (Assets Under Management) | $ 12,913,949,641 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/25/2024 | ||
| 12/21/2023 | ||
| 11/28/2022 |
Red Flags
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Company Information
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP
CRD#: 107153Boston, MA 02110-2437TRUST BUT VERIFY
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