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William John Scanlon

Latitude Advisors, LLC

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About William John Scanlon

William Scanlon is an investment advisor representative with Latitude Advisors, LLC, and has been active in the financial industry since 1997. William has experience with both Securities and Investment Advisory services. He is registered in New York and Pennsylvania.

Firm Information

William Scanlon 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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William Scanlon’s Registration & Firm History

NY

08/09/2021 - Present

Latitude Advisors, LLC (ENDWELL NY)

NY

01/06/2010 - 08/15/2011

SECURITIES SERVICE NETWORK, INC. (ENDWELL NY)

NY

09/28/2004 - 12/31/2009

MEDALLION INVESTMENT SERVICES, INC. (ENDWELL NY)

CA

03/21/2003 - 09/29/2004

CENTAURUS FINANCIAL, INC. (ANAHEIM CA)

NY

11/11/1997 - 04/10/2003

AXA ADVISORS, LLC (NEW YORK NY)

NY

11/11/1997 - 01/05/2000

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

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Licenses & Designations

IA

Issued 05/03/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/18/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/1999

Series 7 - General Securities Representative Examination

BC

Issued 11/10/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William John Scanlon.
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