Loretta Giuliani, financial advisor Crofton MD

Loretta Giuliani

CRD Number: 4035384
Current Firm: Latitude Advisors, LLC

Loretta Giuliani (CRD# 4035384) is an Investment Advisor Representative working at Latitude Advisors, LLC in Crofton, MD and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Latitude Advisors, LLC Vero Beach, FL Oct 2011 - Current 12
Lg Back Office Services Crofton, MD Jan 2010 - Current 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2001
Contact Info for Loretta M. Giuliani
Phone Number: 772-770-1950
Registered State(s):
Current Firm Details
Latitude Advisors, LLC
Firm's CRD Number: 151001
By the Numbers
  • Total Assets Under Management
    349
    MILLIONS
  • Total Number of Accounts
    1,320
    ACCOUNTS
  • Average Account Value
    $264,073
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, CA, CO, CT, DC, FL, GA, IL, IN, KY, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WV

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