Gilbert
Roddy
Loring, Wolcott & Coolidge Fiduciary Advisors, Llp
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About this Advisor
Gilbert Roddy is a financial advisor based in Boston, Massachusetts, working with Loring, Wolcott & Coolidge Fiduciary Advisors, LLP. Gilbert has previously held a position at Loring, Wolcott & Coolidge and is registered to provide services in Massachusetts. Currently, Gilbert is part of Loring, Wolcott & Coolidge Fiduciary Advisors, LLP, which operates out of Boston, Massachusetts. The firm has 104 employees and manages assets totaling $11.6 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Loring, Wolcott & Coolidge Fiduciary Advisors, Llp Brokerage Details
$11,611,790,589
104
3,392
$3,423,287
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Gilbert Roddy Work History
Loring, Wolcott & Coolidge
Disclosures
Please visit the SEC profile of Gilbert Roddy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Loring, Wolcott & Coolidge Fiduciary Advisors, Llp
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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