Sandra Rolon, financial advisor Miramar FL

Sandra Rolon

CRD Number: 4344144
Current Firm: Latitude Advisors, LLC

Sandra Rolon (CRD# 4344144) is an Investment Advisor Representative working at Latitude Advisors, LLC in Miramar, FL and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Gwn Securities Inc. Palm Beach Gardens, FL Nov 2013 - Current 10
Latitude Advisors, LLC Vero Beach, FL Nov 2009 - Current 14
Sandra Rolon & Associates, Cpa, Pa Miramar, FL May 2004 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2004
S65 NASAA Investment Advisors Law Examination Jul 2004
Contact Info for Sandra J. Rolon
Phone Number: 772-770-1950
Registered State(s):
  • FL
Current Firm Details
Latitude Advisors, LLC
Firm's CRD Number: 151001
By the Numbers
  • Total Assets Under Management
    349
    MILLIONS
  • Total Number of Accounts
    1,320
    ACCOUNTS
  • Average Account Value
    $264,073
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, CA, CO, CT, DC, FL, GA, IL, IN, KY, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WV

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