Loretta L. Fredere
Investment adviser representative at Hanover Square Wealth Advisors LLC
17 yearsExperience
1 stateRegistered in
$101.6MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Hanover Square Wealth Advisors LLCJul 2025 to now
- UBS Financial Services IncApr 2009 to Jul 2025
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (NC).
Hanover Square Wealth Advisors LLC
$101.6MAssets managed
98Clients
4Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4152631
- Firm CRD
- 336534