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Theodore James Latimer

Steward Partners Investment Advisory, LLC

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About Theodore James Latimer

Theodore Latimer is a financial advisor with Steward Partners Investment Advisory, LLC, and has been in the industry since 1985. Theodore is also an Investment Advisor Representative, registered with the states of Florida and Texas. Theodore has worked with several firms in the past, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America Investment Services, Inc., Wachovia Securities, Inc., First Union Brokerage Services, Inc., and Dean Witter Reynolds Inc. Theodore is licensed to provide advisory services in the following areas: financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, selection of other advisors, and pension consulting.

Firm Information

Theodore Latimer is currently registered with Steward Partners Investment Advisory, LLC. Steward Partners Investment Advisory, LLC is an investment advisor with 354 registered representatives and 254 licensed agents. The firm has a total of 45203 accounts under management with assets totaling $20,433,200,577. Steward Partners Investment Advisory, LLC provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. The firm also offers other advisory services including financial consulting. They serve a variety of client types including charitable organizations, corporations or other businesses, high-net-worth individuals, individuals other than high-net-worth, pension and profit sharing plans, and state or municipal government entities.
Steward Partners Investment Advisory, LLC

140 E. 45TH STREET

NEW YORK, NY 10017

$20.43B

Assets Under Management

21,758

Total Clients

356

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.

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financial consulting

Financial consulting

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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Theodore Latimer’s Registration & Firm History

NY

08/17/2023 - Present

Steward Partners Investment Advisory, LLC (NEW YORK NY)

FL

10/23/2009 - 08/18/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WINTER PARK FL)

FL

11/01/2002 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (WINTER PARK FL)

MO

10/01/2000 - 11/05/2002

WACHOVIA SECURITIES, INC. (ST. LOUIS MO)

NC

06/26/1990 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

NY

07/24/1985 - 06/11/1990

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NA

05/16/1990 - 06/07/1990

FIRST UNION BROKERAGE SERVICES, INC.

NA

12/05/1984 - 05/29/1985

FIRST INVESTORS CORPORATION

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Licenses & Designations

IA

Issued 5/30/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 7/31/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 4/27/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 3/19/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 9/27/1994

Series 24 - General Securities Principal Examination

BC

Issued 8/17/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 5/24/1989

Series 3 - National Commodity Futures Examination

BC

Issued 7/20/1985

Series 7 - General Securities Representative Examination

BC

Issued 12/4/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Theodore James Latimer.
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