David Cuetos Ruano

LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP

BOSTON, MA 02110-2437

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CRD#: 7294778

Professional summary

David Cuetos Ruano, who also goes by David Cuetos, is a registered financial advisor currently at LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP located in Boston, Massachusetts.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. David has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Cuetos

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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Cuetos Ruano's CRS (Customer Relationship Summary).

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®

None

Experience

Current

December 8, 2020 - Present

LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP

Office #1: 230 Congress Street, Boston, MA 02110-2437

RIA

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".

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
(12/8/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

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)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP FORM ADV PARTS 2A AND 2B (6/27/2025)

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	Cover Page	Report
12/21/2023	Cover Page	Report
11/28/2022	Cover Page	Report

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.

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David Cuetos Ruano

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Cuetos Ruano's CRS (Customer Relationship Summary).

Certified licenses

Experience

LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP

Primary Firm SEC Registration

LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP

State Registrations and Notice Filings

Exams

Current Firm

LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LORING, WOLCOTT & COOLIDGE FIDUCIARY ADVISORS, LLP

TRUST BUT VERIFY

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