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Scott Latshaw

Equitable Advisors, LLC
34 Years of Experience
Baltimore, MD
6 DisclosuresBroker
View SEC Summary
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Scott Latshaw is a registered investment advisor at Equitable Advisors, LLC, based in Baltimore, MD, with 34 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 73,011 clients with $42B in assets under management.

Equitable Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4651 advisors
Number of Clients
73,011 clients
Average Client Portfolio
$582K average
Assets Under Management
$42.5B

Fee Structure

Planning is included in investment management (also available separately)

Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.

For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.

When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.

Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.

View Full SEC Brochure

Location

Baltimore, MD

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2000
Closed-No Action
Customer Dispute
June 2000
Denied
Customer Dispute
May 2000
Settled
Customer Dispute
May 2000
Closed-No Action
Employment Separation After Allegations
April 2000
Customer Dispute
February 2000
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Equitable Advisors, LLC
August 2026 - Present · 2 mos
Equitable Advisors, LLCBroker
August 2026 - Present · 2 mos
Previous Registrations
Stifel Independent Advisors, LLCBroker
January 2011 - August 2026 · 15 yrs 7 mos
Stifel Independent Advisors, LLC
January 2011 - August 2026 · 15 yrs 7 mos
Stifel, Nicolaus & Company, IncorporatedBroker
June 2007 - January 2011 · 3 yrs 7 mos
Stifel, Nicolaus & Company, Incorporated
June 2007 - January 2011 · 3 yrs 7 mos
Ryan Beck & CO.Broker
April 2002 - June 2007 · 5 yrs 2 mos
Ryan Beck & CO.
June 2001 - June 2007 · 6 yrs
Gruntal & CO., L.L.C.Broker
April 2000 - May 2002 · 2 yrs 1 mo
Ferris, Baker Watts IncorporatedBroker
November 1996 - May 2000 · 3 yrs 6 mos
Smith Barney INC.Broker
January 1994 - November 1996 · 2 yrs 10 mos
F.N. Wolf & CO., INC.Broker
August 1992 - December 1993 · 1 yr 4 mos
State Registrations15 states
CACODCDEFLILMDMONCNJNYPASCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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