Loretta Nolan Associates, LLC

Loretta Nolan Associates, LLC (CRD# 126468) is a financial advisory firm headquartered in Old Greenwich, CT. They manage $72,365,540 in 115 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    115
    ACCOUNTS
  • Average Account Value
    $629,266
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, NY

Financial Advisors at Loretta Nolan Associates, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Loretta C. Nolan
CRD#: 1127878
13 Arcadia Road, Suite 7b, Old Greenwich, CT 06870
96
Wealthminder
score

Loretta Nolan (CRD# 1127878) is an Investment Advisor Representative working at Loretta Nolan Associates, LLC in Old Greenwich, CT and has over 30 years of experience in the finance industry. Loretta Nolan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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