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Donald William Sturniolo

Latitude Advisors, LLC

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About Donald William Sturniolo

Donald William Sturniolo is a registered Investment Advisor Representative associated with Latitude Advisors, LLC in VERO BEACH, FL. Donald has been in the financial industry for more than 10 years and has a strong background in financial planning and portfolio management. Donald also has experience working with high-net-worth individuals, corporations, pension and profit-sharing plans, and individuals other than high-net-worth clients. Prior to joining Latitude Advisors, LLC, Donald worked for GWN SECURITIES INC. in PALM BEACH GARDENS, FL. Donald is a dedicated professional committed to providing his clients with the highest level of personalized service.

Firm Information

Donald Sturniolo 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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Donald Sturniolo’s Registration & Firm History

FL

10/15/2015 - Present

Latitude Advisors, LLC (VERO BEACH FL)

FL

02/15/2011 - 06/29/2022

GWN SECURITIES INC. (PALM BEACH GARDENS FL)

KY

09/18/2008 - 01/05/2011

EDWARD JONES (BURLINGTON KY)

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Licenses & Designations

BOTH

Issued 10/02/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donald William Sturniolo.
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