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Nushin Kormi

Loring, Wolcott & Coolidge Fiduciary Advisors, LLP

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About Nushin Kormi

Nushin Kormi is a financial advisor registered with Loring, Wolcott & Coolidge Fiduciary Advisors, LLP in Boston, Massachusetts. Nushin has been with the firm since February 2017. Nushin has a broad range of experience in the financial industry, having previously worked at Goldman, Sachs & Co. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Nushin has a strong track record of success in providing financial advice to individuals and businesses. Nushin is a Chartered Financial Analyst (CFA) and holds Series 63 and 65 licenses. Nushin also holds a Series 7 license. Nushin is committed to providing her clients with personalized financial advice that meets their individual needs.

Firm Information

Nushin Kormi 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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Nushin Kormi’s Registration & Firm History

MA

02/28/2017 - Present

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

NY

09/12/2005 - 09/14/2011

GOLDMAN, SACHS & CO. (NEW YORK NY)

NY

09/07/2000 - 08/09/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/09/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/24/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/10/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nushin Kormi.
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