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Loretta L. Fredere

Hanover Square Wealth Advisors LLC

King, NC

CRD 4152631

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Employer firm

Hanover Square Wealth Advisors LLC CRD 336534

$102M regulatory AUM 90 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Hanover Square Wealth Advisors Llc

King, NC • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-06-23
  • NC RA
    APPROVED
    Since 2026-06-23

Branch Locations

King, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc Winston-Salem NC 04/2009 07/2025
Hanover Square Wealth Advisors Llc Winston-Salem NC 07/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-11-22
  • S66 Uniform Combined State Law Examination
    2002-11-22

View on SEC IAPD

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