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Alexander Sikarevich

Latitude Advisors, LLC
25 Years of Experience
Brooklyn, NY
1 DisclosureBrokerSells Insurance
View SEC Summary
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Alexander Sikarevich is a registered investment advisor at Latitude Advisors, LLC, based in Brooklyn, NY, with 25 years of industry experience. Alexander is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 1,590 clients with $570M in assets under management.

Latitude Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
66 advisors
Number of Clients
1,590 clients
Average Client Portfolio
$356K average
Assets Under Management
$566.5M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $5.0M1.50%
$5M+1.00%

Rates shown are the maximum percentages for managed accounts, Navigator, and third-party research models. Latitude model accounts have slightly lower maximum rates (1.50% for the first tier, 1.25% for the second tier, and 1.00 for accounts over $5M). Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3820 Nostrand Ave, Brooklyn, NY, 11235

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History

Regulatory History (1)
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Criminal
September 1988
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Alexander owns AAS Accounting & Financial Svcs, dedicating a significant portion of his time to tax and accounting services. He is also a managing member of Pinpoint Forensic Accounting Services LLC and an independent insurance agent selling fixed insurance products, spending about 10% of his time on insurance sales. Finally, he works full-time as a financial professional for Harbor Financial, Inc.

Employment History
Current Registrations
Latitude Advisors, LLC
May 2021 - Present · 5 yrs 5 mos
Gwn Securities INC.Broker
January 2010 - Present · 16 yrs 9 mos
Previous Registrations
Medallion Investment Services, INC.Broker
December 2006 - December 2009 · 3 yrs
Genworth Financial Securities CorporationBroker
May 2004 - December 2006 · 2 yrs 7 mos
Hochman & Baker Securities, INC.Broker
September 2000 - September 2004 · 4 yrs
State Registrations2 states
NJNY
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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Alexander Sikarevich - Financial Advisor | TrueAdvisor