Latitude Advisors, LLC

Latitude Advisors, LLC (CRD# 151001) is a financial advisory firm headquartered in , . They manage $213,561,755 in 1,351 accounts and serve the financial needs of clients across 23 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    214
    MILLION
  • Total Number of Accounts
    1,351
    ACCOUNTS
  • Average Account Value
    $158,077
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, DC, FL, GA, IL, KY, MA, MD, ME, NC, NE, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WV

Financial Advisors at Latitude Advisors, LLC
Showing 1 - 10 of 71 top financial advisors.
1
John S. Bivens
CRD#: 2587871
Yorkville, IL
98
Wealthminder
score

John Bivens (CRD# 2587871) is an Investment Advisor Representative working at Latitude Advisors, LLC in Yorkville, IL and has over 21 years of experience in the finance industry.

2
Ernest Chisena
CRD#: 1231944
West Chester, PA 19380
96
Wealthminder
score

Ernest Chisena (CRD# 1231944) is an Investment Advisor Representative working at Latitude Advisors, LLC in West Chester, PA and has over 32 years of experience in the finance industry. Ernest Chisena has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Louis E. Chomo
CRD#: 4342960
Vero Beach, FL
96
Wealthminder
score

Louis Chomo (CRD# 4342960) is an Investment Advisor Representative working at Latitude Advisors, LLC in Vero Beach, FL and has over 15 years of experience in the finance industry. Louis Chomo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Sean M. Davis
CRD#: 4902887
Vero Beach, FL
96
Wealthminder
score

Sean Davis (CRD# 4902887) is an Investment Advisor Representative working at Latitude Advisors, LLC in Vero Beach, FL and has over 10 years of experience in the finance industry. Sean Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Eric W. Goldstein
CRD#: 1232081
49 First Street, Ext.apt.2, Glen Cove, NY 11542
96
Wealthminder
score

Eric Goldstein (CRD# 1232081) is an Investment Advisor Representative working at Latitude Advisors, LLC in Glen Cove, NY and has over 23 years of experience in the finance industry. Eric Goldstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Richard Magdaleno
CRD#: 4636536
Cerritos, CA
96
Wealthminder
score

Richard Magdaleno (CRD# 4636536) is an Investment Advisor Representative working at Latitude Advisors, LLC in Cerritos, CA and has over 13 years of experience in the finance industry. Richard Magdaleno has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Richard W. Overdorff
CRD#: 1080417
Vero Beach, FL
96
Wealthminder
score

Richard Overdorff (CRD# 1080417) is an Investment Advisor Representative working at Latitude Advisors, LLC in Vero Beach, FL and has over 32 years of experience in the finance industry. Richard Overdorff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Craig T. Preisendefer
CRD#: 2478561
Pittsburgh, PA
96
Wealthminder
score

Craig Preisendefer (CRD# 2478561) is an Investment Advisor Representative working at Latitude Advisors, LLC in Pittsburgh, PA and has over 22 years of experience in the finance industry. Craig Preisendefer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Frederick W. Schmalkuche
CRD#: 4430633
12079 Rt 9w, West Coxsackie, NY 12192
96
Wealthminder
score

Frederick Schmalkuche (CRD# 4430633) is an Investment Advisor Representative working at Latitude Advisors, LLC in West Coxsackie, NY and has over 15 years of experience in the finance industry. Frederick Schmalkuche has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Lester B. Andel
CRD#: 2815626
600 Academy Dr, Suite 140, Northbrook, IL 60053
93
Wealthminder
score

Lester Andel (CRD# 2815626) is an Investment Advisor Representative working at Latitude Advisors, LLC in Northbrook, IL and has over 19 years of experience in the finance industry.

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