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Sharon Ann Merkle

Latitude Advisors, LLC

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About Sharon Ann Merkle

Sharon Merkle is an Investment Advisor Representative with Latitude Advisors, LLC and Pinnacle Wealth Strategies, LLC. Sharon has been in the industry since 1999 and holds Series 66, Series 7, and SIE licenses. Sharon is a lawyer and has a comprehensive understanding of estate planning and business law. Sharon's firm focuses on providing comprehensive financial plans and portfolio management services to individuals, businesses, and pension plans.

Firm Information

Sharon Merkle 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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Sharon Merkle’s Registration & Firm History

FL

08/09/2021 - Present

Latitude Advisors, LLC (VERO BEACH FL)

NY

01/06/2010 - 08/15/2011

SECURITIES SERVICE NETWORK, INC. (SARATOGA SPRINGS 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

07/12/1999 - 11/06/2002

AXA ADVISORS, LLC (NEW YORK NY)

NY

07/12/1999 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

VT

06/09/1999 - 06/25/1999

EQUITY SERVICES, INC. (MONTPELIER VT)

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Licenses & Designations

BOTH

Issued 07/20/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sharon Ann Merkle.
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