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Employer firm

Latitude Advisors, LLC CRD 151001

$567M regulatory AUM 30 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Latitude Advisors, Llc

Yorkville, IL • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2009-11-02
  • PA RA
    APPROVED
    Since 2009-11-02

Branch Locations

3570 Hamilton Blvd Suite 202, Allentown, PA 18103 • United States

Yorkville, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lang, Faylor, Chomo & Company P.C. Allentown PA 01/2001 Present
Gwn Securities, Inc. Palm Beach Gardens FL 10/2009 Present
Latitude Advisors, Llc Vero Beach FL 11/2009 Present
  • 01/2001 → Present
    Lang, Faylor, Chomo & Company P.C.
    Allentown, PA
  • 10/2009 → Present
    Gwn Securities, Inc.
    Palm Beach Gardens, FL
  • 11/2009 → Present
    Vero Beach, FL
Previous Registrations
  • 2001-07-03 → 2009-11-06
    Medallion Advisory Services, Llc
    Allentown, PA
Other Businesses

1991 TO PRESENT - MARSAN ENTERPRISES 4485 LINDA LANE, EMMAUS, PA 18049 (PARTNER) COLLECT RENTS, NO COMPENSATION 01/2001 TP PRESENT - SATORI, LTD (BOARD OF DIRECTORS MEMBER)ACTIVITY 1%; NO COMPENSATION 01/1999 TO PRESENT - ASSOC FOR THE BLIND & VISONARY IMPAIRED OF LEHIGH COUNTY (VP PF BOARD OF DIRECTORS), ACTIVITY 2%; NO COMPENSATION. 03/2005-PRESENT; LANG FAYLOR CHOMO & CO, PC; 3570 HAMILTON BLVD. SUITE 202, ALLENTOWN PA 18104; CPA; ACCOUTING & TAXATION; 50% OF TIME; SALARY AND BONUS. LATITUDE ADVISORS,LLC POSITION: RIA NATURE: REGISTERED INVESTMENT ADVISOR INVESTMENT RELATED: YES NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 1 START DATE: 11/01/2009 ADDRESS: 3570 HAMILTON BLVD, SUITE 202, ALLENTOWN PA 18103 DESCRIPTION: MONITOR INVESTMENTS MARTIN LANG, INS. AGENT POSITION: AGENT NATURE: SALE OF LIFE INSURANCE, LONG TERM CARE INSURANCE AND ANNUITIES INVESTMENT RELATED: YES NUMBER OF HOURS: 3 INVESTMENT RELATED HOURS: 0 START DATE: 07/01/2003 ADDRESS: 3570 HAMILTON BLVD, SUITE 202, ALLENTOWN PA 18103 DESCRIPTION: EVALUATION OF INSURANCE NEEDS SIGHTS FOR HOPE ENDOWMENT FOUNDATION POSITION: PRESIDENT NATURE: NON PROFIT 501(C)3 INVESTMENT RELATED: NO NUMBER OF HOURS: 3 INVESTMENT RELATED HOURS: 3 START DATE: 01/01/2012 ADDRESS: 845 WEST WYOMING STREET, ALLENTOWN PA 18103 DESCRIPTION: BOARD OF DIRECTORS / PRESIDENT CPA POSITION: Advisor NATURE: Review Financials. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/11/2018 ADDRESS: 3570 Hamilton Blvd, Suite 202, Allentown PA 18103, United States DESCRIPTION: Review funds. Make recommendations. Make distributions when needed. No additional funds will be added to these holdings.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-02-12
  • S63 Uniform Securities Agent State Law Examination
    2001-02-12
Other Names
  • Marty Lang

View on SEC IAPD

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