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Frederick William Schmalkuche

Latitude Advisors, LLC

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About Frederick William Schmalkuche

Frederick Schmalkuche is a financial advisor who has been in the industry since 2001. He holds Series 7 and 66 licenses as well as the SIE exam and has been a Certified Financial Planner and Personal Financial Specialist for many years. He is currently registered with Latitude Advisors, LLC and Pinnacle Wealth Strategies, LLC. Frederick has experience working with individual clients, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Frederick specializes in financial planning, pension consulting, and portfolio management for individuals and selection of other advisors.

Firm Information

Frederick Schmalkuche 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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Frederick Schmalkuche’s Registration & Firm History

NY

08/09/2021 - Present

Latitude Advisors, LLC (WEST COXSACKIE NY)

NY

01/06/2010 - 08/15/2011

SECURITIES SERVICE NETWORK, INC. (GARDNER NY)

MD

09/28/2004 - 12/31/2009

MEDALLION INVESTMENT SERVICES, INC. (SEVERNA PARK MD)

CA

10/18/2002 - 09/29/2004

CENTAURUS FINANCIAL, INC. (ANAHEIM CA)

NY

10/05/2001 - 11/18/2002

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/23/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Frederick William Schmalkuche.
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