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Alexander Sikarevich

Latitude Advisors, LLC

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About Alexander Sikarevich

Alexander Sikarevich is a financial professional with over 20 years of experience in the industry. Alexander has a strong background in accounting and finance, with experience in both public and private sectors. Alexander currently holds a Series 6, 63 and SIE licenses and is a registered representative with Latitude Advisors, LLC. Alexander provides financial planning and investment management services to a variety of clients, including individuals, families, businesses and retirement plans.

Firm Information

Alexander Sikarevich is currently registered with Latitude Advisors, LLC. Latitude Advisors, LLC is an investment advisor with 74 investment advisor representatives and 62 registered representatives. The firm manages approximately $340,392,000 in assets for individuals, corporations, pension plans, and other clients. Latitude Advisors, LLC provides financial planning, pension consulting, and selection of other advisors.

$340.39M

Assets Under Management

10

Total Clients

62

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Third party referral fees

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Alexander Sikarevich’s Registration & Firm History

FL

05/31/2021 - Present

Latitude Advisors, LLC (VERO BEACH FL)

NY

12/01/2006 - 12/07/2009

MEDALLION INVESTMENT SERVICES, INC. (BROOKLYN NY)

NY

05/06/2004 - 12/01/2006

GENWORTH FINANCIAL SECURITIES CORPORATION (BROOKLYN NY)

CT

09/27/2000 - 09/15/2004

HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)

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Licenses & Designations

BC

Issued 10/10/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Alexander Sikarevich. Review regulatory record here.
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