AT
Amy D. Thornton
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP
BOSTON, MA 02110-2437
Some features on this profile are disabled
CRD#: 69755
AT
Professional summary
Amy Domini Thornton, who also goes by Amy L. Domini, Amy Lee Domini, Amy Domini, Amy Domini Kinder, Amy Kinder, Amy L. Thornton, Amy L. Thornton (f/k/a Domini), Amy L. Thornton(formerly Domini), is a registered financial advisor currently at LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP located in Boston, Massachusetts.
Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Amy has worked at 2 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Amy L. Domini | Amy Lee Domini | Amy Domini | Amy Domini Kinder | Amy Kinder | Amy L. Thornton | Amy L. Thornton (f/k/a Domini) | Amy L. Thornton(formerly Domini)
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 and administration services for accounts on which the 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.
Ms. Domini has been a member, manager, co-manager, CEO, and chair person of Domini Social Investments, LLC, now known as Domini Impact Investments, LLC and the Chair and a Trustee, and was President, of Domini Social Investment Trust, now known as Domini Investment Trust, 532 Broadway, 9th Floor, NY, NY 10012-3939. Ms. Domini devotes about 20 hours per month to her duties at Domini, of which about 16 occur during trading hours. Ms. Domini's duties include press calls, strategic planning, chair of funds, lectures, articles, and business development.
CRS (Client Relationship Summary) - RIA
Click below to view Amy Domini Thornton'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
May 29, 2002 - Present
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP
Office #1: 230 Congress Street, Boston, MA 02110-2437RIA
CRD#: 107153
BOSTON, MA
Past
June 12, 2003 - June 9, 2017
DSIL INVESTMENT SERVICES LLC
BD
CRD#: 30149
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(5/29/2002)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP
CRD#: 107153Boston, MA 02110-2437TRUST BUT VERIFY
Monitor Amy Thornton
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
