Simran Su
Professional summary
Simran Su, who also goes by Simran Amrit Grover, Simran Grover, is a registered financial advisor currently at LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP located in Boston, Massachusetts.
Simran is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Simran has worked at 3 firms and has passed the Series 63, Series 7TO, Series 3 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Simran Su's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 29, 2025 - Present
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP
Office #1: 230 Congress Street, Boston, MA 02110-2437August 7, 2019 - April 24, 2025
WELLINGTON FUNDS DISTRIBUTORS INC.
August 13, 2009 - September 13, 2012
BARCLAYS CAPITAL INC.
Primary Firm SEC Registration
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP
CRD#: 107153 / SEC#: 801-46976
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/29/2025)
Exams
Series 7TO
Date: 8/6/2019
General Securities Representative ExaminationCurrent Firm
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP
CRD#: 107153 / SEC#: 801-46976
Contact information
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 |
|---|---|---|
| 01/29/2026 | ||
| 10/25/2024 | ||
| 12/21/2023 |
Red Flags
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