Latitude Advisors, LLC

Latitude Advisors, LLC (CRD# 151001) is a financial advisory firm headquartered in , . They manage $340,392,000 in 1,710 accounts and serve the financial needs of clients across 25 states (or territories).

Current Firm Details
http://www.latitudefinancial.net/
By the Numbers
  • Total Assets Under Management
    340
    MILLION
  • Total Number of Accounts
    1,710
    ACCOUNTS
  • Average Account Value
    $199,060
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 51 - 60 of 71 top financial advisors.
51
David Serfass, financial advisor Vero Beach FL
David W. Serfass
CRD#: 4008458
Vero Beach, FL

David Serfass (CRD# 4008458) 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.

52
Diana Serfass, financial advisor Vero Beach FL
Diana L. Serfass
CRD#: 1470297
Vero Beach, FL

Diana Serfass (CRD# 1470297) 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.

53
David Settelmyer, financial advisor Schaumburg IL
David G. Settelmyer
CRD#: 2519384
1821 Walden Office Square, #400, Schaumburg, IL 60173

David Settelmyer (CRD# 2519384) is an Investment Advisor Representative working at Latitude Advisors, LLC in Schaumburg, IL and has over 29 years of experience in the finance industry.

54
John Shaffer, financial advisor East Freedom PA
John W. Shaffer
CRD#: 1800679
East Freedom, PA

John Shaffer (CRD# 1800679) is an Investment Advisor Representative working at Latitude Advisors, LLC in East Freedom, PA and has over 36 years of experience in the finance industry.

55
Roland Stadelmann, financial advisor Vero Beach FL
Roland Stadelmann
CRD#: 1920411
Vero Beach, FL

Roland Stadelmann (CRD# 1920411) is an Investment Advisor Representative working at Latitude Advisors, LLC in Vero Beach, FL and has over 28 years of experience in the finance industry.

56
Donald Sturniolo, financial advisor Vero Beach FL
Donald W. Sturniolo
CRD#: 5575361
Vero Beach, FL

Donald Sturniolo (CRD# 5575361) 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.

57
Donald Talbert, financial advisor Vero Beach FL
Donald W. Talbert
CRD#: 2610243
Vero Beach, FL

Donald Talbert (CRD# 2610243) is an Investment Advisor Representative working at Latitude Advisors, LLC in Vero Beach, FL and has over 28 years of experience in the finance industry.

58
James Ward, financial advisor Vero Beach FL
James E. Ward
CRD#: 2342656
Vero Beach, FL

James Ward (CRD# 2342656) is an Investment Advisor Representative working at Latitude Advisors, LLC in Vero Beach, FL and has over 28 years of experience in the finance industry.

59
Thomas Blumenfeld, financial advisor Skokie IL
Thomas F. Blumenfeld
CRD#: 7494537
5215 Old Orchard Road, Suite 900, Skokie, IL 60077

Thomas Blumenfeld (CRD# 7494537) is an Investment Advisor Representative working at Latitude Advisors, LLC in Skokie, IL and has 1 year of experience in the finance industry.

60
Mathew Carrion, financial advisor Astoria NY
Mathew B. Carrion
CRD#: 7497624
31-19 Newtown Ave, Suite 300, Astoria, NY 11102

Mathew Carrion (CRD# 7497624) is an Investment Advisor Representative working at Latitude Advisors, LLC in Astoria, NY and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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