Loretta C. Nolan
Professional summary
Loretta Crane Nolan, CFP®, who also goes by Loretta Ann Crane, Loretta Ann Crane Nolan, is a registered financial advisor currently at LORETTA NOLAN ASSOCIATES, LLC located in Old Greenwich, Connecticut.
Loretta is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Loretta has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Loretta Crane Nolan's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1988
Experience
July 31, 1997 - Present
LORETTA NOLAN ASSOCIATES, LLC
Office #1: 13 Arcadia Road Suite 7b, Old Greenwich, CT 06870November 9, 1985 - April 5, 1988
WS GRIFFITH SECURITIES, INC.
August 22, 1983 - September 26, 1985
NATHAN & LEWIS SECURITIES, INC.
June 7, 1983 - November 9, 1983
WS GRIFFITH SECURITIES, INC.
Primary Firm SEC Registration
LORETTA NOLAN ASSOCIATES, LLC
CRD#: 126468 / SEC#: 801-133789
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/31/1997)
(4/14/2021)
Exams
Current Firm
LORETTA NOLAN ASSOCIATES, LLC
CRD#: 126468 / SEC#: 801-133789
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 127 |
| AUM (Assets Under Management) | $ 121,560,698 |
Red Flags
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Company Information
LORETTA NOLAN ASSOCIATES, LLC
CRD#: 126468Old Greenwich, CT 06870TRUST BUT VERIFY
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