Financial ADVSR advisor directory · SEC adviser records
Latitude Advisors, LLC financial advisors in New York
Every SEC-registered investment adviser representative at a Latitude Advisors, LLC office in New York, by city and A to Z.
The short answer
6 registered advisors work at Latitude Advisors, LLC in New York, out of 53 nationwide; it's the firm's number 3 state by advisors, and the most are in Astoria (1). 2 list the CFP designation and 4 are also registered broker representatives.
Latitude Advisors, LLC advisors by city in New York
Every firm in New York →Astoria 1Endwell 1Garden City 1Lynbrook 1Port Washington 1West Coxsackie 1
Latitude Advisors, LLC advisors in New York, A to Z
Search by name →- Mathew B. CarrionAstoria
- Eric W. GoldsteinPort Washington · Certified Financial Planner
- William J. GrahamGarden City
- Anna C. LevineLynbrook
- William J. Scanlon Jr.Endwell
- Frederick W. SchmalkucheWest Coxsackie · Certified Financial Planner, Personal Financial Specialist
Latitude Advisors, LLC advisors in every state →Latitude Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Latitude Advisors, LLC in other states
Questions
How many Latitude Advisors, LLC financial advisors are in New York?
6 investment adviser representatives are registered at Latitude Advisors, LLC offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 53 at the firm nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.
Where in New York does Latitude Advisors, LLC have the most advisors?
Astoria, with 1, then Endwell (1). Latitude Advisors, LLC has advisors in 6 cities in New York.
How do I check a Latitude Advisors, LLC advisor in New York?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Latitude Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.