AL
Amory L. Logan
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP
Boston, MA 02110-2437
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CRD#: 5808724
AL
Professional summary
Amory Loring Logan, who also goes by Elizabeth Amory Loring, Elizabeth Loring, Amory Loring Logan, Amory Loring, is a registered financial advisor currently at LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP located in Boston, Massachusetts.
Amory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Amory has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Elizabeth Amory Loring | Elizabeth Loring | Amory Loring Logan | Amory Loring
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.
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. Since 2011, Ms. Logan has served as a board member, since 2013 has served on the investment committee, and since 2019 has served as Treasurer of Sailors' Snug Harbor of Boston, a non-profit grantmaking organization supporting non-profits addressing social needs of fishermen, their families and low income elders in coastal Massachusetts communities. Sailors' Snug Harbor of Boston has no physical address. Ms. Logan typically devotes approximately twenty hours per year to her duties at Sailors Snug Harbor of Boston, all of which occur during trading hours. Since 2022, Ms. Logan has served as a Trustee of the McCrillis Land Association, which manages timberland in Maine, and is located at 1 Federal Street Boston, MA 02110. Ms. Logan typically devotes approximately ten hours per quarter to her work at the McCrillis Land Association, all of which occur during trading hours. Since 2023, Ms. Logan has served as a board member and investment committee member of the Maine Coast Heritage Trust, a non-profit land conservation organization, which is located at 1 Bowdoin Mill Island, Suite 201, Topsham, ME 04086. Ms. Logan typically devotes approximately fifty hours per year to her duties at the Main Coast Heritage Trust, all of which occur during trading hours. Since 2024, Ms. Logan has served as the Treasurer of the Manchester-by-the-Sea Museum, a non-profit dedicated to celebrating and serving the Manchester-by-the-Sea community, which is located at 10 Union Street, Manchester-by-the-Sea, MA 01944. Ms. Logan typically devotes approximately fifty hours per year to her duties at the Manchester-by-the-Sea Museum, about a quarter of which occur during trading hours. Since July 1, 2025, Ms. Logan has served as a board member of the Shore Country Day School, an institution dedicated to providing an education that inspires a love of learning and encourages children to embrace academic challenge. The school is located at 545 Cabot Street, Beverly, MA 01915. Ms. Logan estimates she will dedicate approximately 40 hours per quarter to her duties at the Shore Country Day School, with about half occurring during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Amory Loring Logan's CRS (Customer Relationship Summary).
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
January 30, 2017 - Present
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP
Office #1: 230 Congress Street, Boston, MA 02110-2437RIA
CRD#: 107153
Boston, MA
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(1/30/2017)
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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