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Amy Domini Thornton

Loring, Wolcott & Coolidge Fiduciary Advisors, LLP

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About Amy Domini Thornton

Amy Thornton is an investment advisor representative with Loring, Wolcott & Coolidge Fiduciary Advisors, LLP, and has been in the industry since June 1994. Amy is registered in Massachusetts. Amy has a Series 6, Series 26, and Series 63 license. Amy is also a Chartered Financial Analyst. In addition to their work at Loring, Wolcott & Coolidge Fiduciary Advisors, LLP, Amy has been involved in a number of other organizations, including Domini Impact Investments LLC, formerly known as Domini Social Investments LLC. Amy's primary focus is on providing investment advice to individuals, businesses, and charitable organizations.

Firm Information

Amy Thornton is currently registered with Loring, Wolcott & Coolidge Fiduciary Advisors, LLP. Loring, Wolcott & Coolidge Fiduciary Advisors, LLP is an investment advisor based in Boston, Massachusetts, with a focus on providing financial planning and portfolio management services to individuals, corporations, charitable organizations, and pension plans. They have over 100 years of experience and manage over $11 billion in assets. Their services include asset allocation, investment selection, and customized financial plans.
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP

230 CONGRESS STREET

BOSTON, MA 02110-2437

$11.61B

Assets Under Management

33

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amy Thornton’s Registration & Firm History

MA

05/29/2002 - Present

Loring, Wolcott & Coolidge Fiduciary Advisors, LLP (BOSTON MA)

NY

06/12/2003 - 06/09/2017

DSIL INVESTMENT SERVICES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/26/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/18/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 06/09/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amy Domini Thornton.
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