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Robert John Contento

Latitude Advisors, LLC

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About Robert John Contento

Robert Contento is a registered investment advisor representative with Latitude Advisors, LLC. Robert has been in the financial industry since 1997. Robert has a Series 7 General Securities Representative Exam license and is registered with the state of Florida. Robert has previously worked at GWN Securities Inc. in Fort Lauderdale, FL and Medallion Investment Services, Inc. in Severna Park, MD. Robert also has other business experience as a Secretary for Scandinavian Artist Design, Inc. and Robert J. Contento, CPA. Robert specializes in providing financial planning, pension consulting, and portfolio management services to individuals and pension and profit-sharing plans.

Firm Information

Robert Contento 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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Robert Contento’s Registration & Firm History

FL

11/20/2009 - Present

Latitude Advisors, LLC (FT. LAUDERDALE FL)

FL

11/02/2009 - 09/06/2011

GWN SECURITIES INC. (FORT LAUDERDALE FL)

MD

01/04/1999 - 11/12/2009

MEDALLION INVESTMENT SERVICES, INC. (SEVERNA PARK MD)

TN

06/09/1997 - 12/31/1998

SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)

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Licenses & Designations

BC

Issued 06/06/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert John Contento.
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