Loretta Nolan Associates, LLC

Loretta Nolan Associates, LLC (CRD# 126468) is a financial advisory firm headquartered in Old Greenwich, CT. They manage $108,152,233 in 121 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
13 Arcadia Road, Suite 10, Old Greenwich, CT 06870
https://www.linkedin.com/in/loretta-nolan-8a804b1b/
By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $893,820
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
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 Nolan, financial advisor Old Greenwich CT
Loretta C. Nolan
CRD#: 1127878
13 Arcadia Road, Suite 7b, Old Greenwich, CT 06870

Loretta Nolan (CRD# 1127878) is an Investment Advisor Representative working at Loretta Nolan Associates, LLC in Old Greenwich, CT and has over 38 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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