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Loretta Marie Giuliani

Latitude Advisors, LLC

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About Loretta Marie Giuliani

Loretta Giuliani has been a registered investment advisor since 2011. Loretta Giuliani is currently registered with Latitude Advisors, LLC and is also the president of LG Back Office Services, which provides fee billing services for advisory accounts. Loretta Giuliani has a Series 65 license and specializes in financial planning, pension consulting, and the selection of other advisors. Loretta Giuliani has over 1400 clients, primarily individuals, pension and profit-sharing plans, and high-net-worth individuals. Latitude Advisors, LLC provides a wide range of advisory services, including portfolio management for individuals and financial planning. The firm manages over $340 million in assets and primarily uses fixed fees, hourly charges, and a percentage of assets to charge clients.

Firm Information

Loretta Giuliani is currently registered with Latitude Advisors, LLC. Latitude Advisors, LLC is an investment advisor with 74 investment advisor representatives and 62 registered representatives. The firm manages approximately $340,392,000 in assets for individuals, corporations, pension plans, and other clients. Latitude Advisors, LLC provides financial planning, pension consulting, and selection of other advisors.

$340.39M

Assets Under Management

10

Total Clients

62

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Third party referral fees

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Loretta Giuliani’s Registration & Firm History

MD

01/06/2024 - Present

Latitude Advisors, LLC (CROFTON MD)

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Licenses & Designations

IA

Issued 12/10/2001

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Loretta Marie Giuliani.
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