Latitude Advisors, LLC

Latitude Advisors, LLC (CRD# 151001) is a financial advisory firm headquartered in , . They manage $348,576,000 in 1,320 accounts and serve the financial needs of clients across 25 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    349
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Latitude Advisors, LLC
Showing 31 - 40 of 72 top financial advisors.
31
Stuart R. Lasky
CRD#: 6238037
650 Dundee Road, Suite 375, Northbrook, IL 60062

Stuart Lasky (CRD# 6238037) is an Investment Advisor Representative working at Latitude Advisors, LLC in Northbrook, IL and has over 9 years of experience in the finance industry.

32
George W. Leach
CRD#: 4084422
Vero Beach, FL

George Leach (CRD# 4084422) is an Investment Advisor Representative working at Latitude Advisors, LLC in Vero Beach, FL and has over 24 years of experience in the finance industry.

33
Todd A. Lestina
CRD#: 5188829
Vero Beach, FL

Todd Lestina (CRD# 5188829) is an Investment Advisor Representative working at Latitude Advisors, LLC in Vero Beach, FL and has over 17 years of experience in the finance industry.

34
Stephen J. Levine
CRD#: 1601510
Vero Beach, FL

Stephen Levine (CRD# 1601510) is an Investment Advisor Representative working at Latitude Advisors, LLC in Vero Beach, FL and has over 37 years of experience in the finance industry.

35
Richard Magdaleno
CRD#: 4636536
Cerritos, CA

Richard Magdaleno (CRD# 4636536) is an Investment Advisor Representative working at Latitude Advisors, LLC in Cerritos, CA and has over 20 years of experience in the finance industry.

36
David S. McGuire
CRD#: 4064564
Fort Pierce, FL

David McGuire (CRD# 4064564) is an Investment Advisor Representative working at Latitude Advisors, LLC in Fort Pierce, FL and has over 24 years of experience in the finance industry.

37
Sharon A. Merkle
CRD#: 3222580
Vero Beach, FL

Sharon Merkle (CRD# 3222580) is an Investment Advisor Representative working at Latitude Advisors, LLC in Vero Beach, FL and has over 24 years of experience in the finance industry.

38
Francis G. Milo
CRD#: 2220773
Vero Beach, FL

Francis Milo (CRD# 2220773) is an Investment Advisor Representative working at Latitude Advisors, LLC in Vero Beach, FL and has over 30 years of experience in the finance industry.

39
Dean R. Moeller
CRD#: 2724757
2360 Celina Road, Saint Marys, OH 45885

Dean Moeller (CRD# 2724757) is an Investment Advisor Representative working at Latitude Advisors, LLC in Saint Marys, OH and has over 22 years of experience in the finance industry.

40
Steven D. Pawlan
CRD#: 2283774
Vero Beach, FL

Steven Pawlan (CRD# 2283774) is an Investment Advisor Representative working at Latitude Advisors, LLC in Vero Beach, FL and has over 31 years of experience in the finance industry.

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