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Loretta Crane Nolan

LORETTA NOLAN ASSOCIATES, LLC·OLD GREENWICH, Connecticut
Clean recordLORETTA NOLAN ASSOCIATES, LLC
13 ARCADIA ROAD, OLD GREENWICH, CT 06870CRD# 1127878Firm CRD# 126468

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Loretta Crane Nolan · OLD GREENWICH, CT
Registration
CRD #1127878 · LORETTA NOLAN ASSOCIATES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Loretta Crane Nolan is a registered financial advisor based in OLD GREENWICH, Connecticut, affiliated with LORETTA NOLAN ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LORETTA NOLAN ASSOCIATES, LLC
LORETTA NOLAN ASSOCIATES, LLC
AUM
$60M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at LORETTA NOLAN ASSOCIATES, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1127878
Firm CRD# 126468
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Loretta Crane Nolan offer?
Loretta Crane Nolan specializes in Financial Planning, Investment Management. Contact their office in OLD GREENWICH, Connecticut for a consultation.
What are Loretta Crane Nolan's credentials?
Loretta Crane Nolan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Loretta Crane Nolan located?
Loretta Crane Nolan is based in OLD GREENWICH, Connecticut, working with LORETTA NOLAN ASSOCIATES, LLC. Their office serves clients in the OLD GREENWICH metropolitan area and surrounding communities.
How does Loretta Crane Nolan charge for services?
Loretta Crane Nolan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LORETTA NOLAN ASSOCIATES, LLC?
LORETTA NOLAN ASSOCIATES, LLC has approximately 1 employees and manages $60M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)WEST HARTFORD (130)WILTON (124)NEW CANAAN (77)FARMINGTON (67)
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Research
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