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).
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Total Assets Under Management340MILLION
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Total Number of Accounts1,710ACCOUNTS
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Average Account Value$199,060
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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
Timothy Davis (CRD# 5974178) is an Investment Advisor Representative working at Latitude Advisors, LLC in Vero Beach, FL and has over 12 years of experience in the finance industry.
Edward Donnellan (CRD# 4218695) is an Investment Advisor Representative working at Latitude Advisors, LLC in Astoria, NY and has over 23 years of experience in the finance industry.
William Graham (CRD# 2788805) is an Investment Advisor Representative working at Latitude Advisors, LLC in Garden City, NY and has over 21 years of experience in the finance industry.
Michele Hansen (CRD# 7022915) is an Investment Advisor Representative working at Latitude Advisors, LLC in Vero Beach, FL and has over 5 years of experience in the finance industry.
Michael Jeff (CRD# 2951544) is an Investment Advisor Representative working at Latitude Advisors, LLC in Vero Beach, FL and has over 26 years of experience in the finance industry.
Harold Kalkstein (CRD# 734267) is an Investment Advisor Representative working at Latitude Advisors, LLC in Vero Beach, FL and has over 39 years of experience in the finance industry.
Darlene McGrath (CRD# 7636169) is an Investment Advisor Representative working at Latitude Advisors, LLC in Steger, IL and has 1 year of experience in the finance industry.
James Pankey (CRD# 3165003) is an Investment Advisor Representative working at Latitude Advisors, LLC in Wellington, FL and has over 12 years of experience in the finance industry.
Tyler Seiferheld (CRD# 7819907) is an Investment Advisor Representative working at Latitude Advisors, LLC in Allentown, PA and has 1 year of experience in the finance industry.
Alexander Sikarevich (CRD# 4269527) is an Investment Advisor Representative working at Latitude Advisors, LLC in Vero Beach, FL and has over 23 years of experience in the finance industry.