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Edward Patrick Donnellan

Latitude Advisors, LLC

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About Edward Patrick Donnellan

Edward Donnellan is a financial advisor with over 20 years of experience in the industry. He is currently registered with Latitude Advisors, LLC, a firm that provides a range of financial services including financial planning and portfolio management. Edward has worked with clients of all types, including high-net-worth individuals, corporations, and pension plans. He has a strong background in tax preparation and accounting and is committed to helping his clients achieve their financial goals.

Firm Information

Edward Donnellan 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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Edward Donnellan’s Registration & Firm History

NY

08/19/2021 - Present

Latitude Advisors, LLC (Astoria NY)

NY

01/23/2006 - 12/31/2009

MEDALLION INVESTMENT SERVICES, INC. (ASTORIA NY)

NY

10/15/2004 - 10/06/2005

LONG ISLAND FINANCIAL GROUP, INC. (ROSLYN NY)

IL

06/30/2004 - 09/02/2004

TERRA SECURITIES CORPORATION (SCHAUMBURG IL)

CT

06/11/2003 - 06/30/2004

HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)

AZ

07/25/2000 - 01/28/2003

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

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Licenses & Designations

BC

Issued 08/29/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Patrick Donnellan.
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