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Loretta Crane Nolan

LORETTA NOLAN ASSOCIATES, LLC·OLD GREENWICH, Connecticut
Series 6, Series 7, Series 63, Series 65Clean record29 years registeredLORETTA 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 · 29 years registered
Brand Profile
Not yet started
01

Career History

LORETTA NOLAN ASSOCIATES, LLC
Jul 1997 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · July 31, 1997
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LORETTA NOLAN ASSOCIATES, LLC
CRD 126468 · SEC 801-68105
AUM
$60M
Regulatory assets under management
Employees
1
32 client accounts
Services offered by LORETTA NOLAN ASSOCIATES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LORETTA NOLAN ASSOCIATES, LLC →
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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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