TrueAdvisor
TrueAdvisor
AS
AS

Alexander Sikarevich

Latitude Advisors, LLC
25 Years of Experience
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEducation Planning
Latitude Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
68 advisors
Number of Clients
1,675 clients
Average Client Portfolio
$227K average
Assets Under Management
$379.5M

Fee Structure

Location

Vero Beach, FL

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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 · 4 yrs 9 mos
Gwn Securities INC.Broker
January 2010 - Present · 16 yrs 1 mo
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
Exams
No exam information available for this advisor.