Donald
Sturniolo

Latitude Advisors, LLC

CRD#5575361
Investment Advisor
in Vero Beach, FL

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About this Advisor

Donald Sturniolo is a financial advisor based in Vero Beach, Florida, working with Latitude Advisors, LLC. Donald has previously held positions at Gwn Securities Inc and Latitude Advisors, LLC. Donald has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Donald is part of Latitude Advisors, LLC, which operates out of Vero Beach, Florida. The firm has 25 offices and 74 employees. The firm manages assets totaling $340.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Latitude Advisors, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Vero Beach, FL

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Latitude Advisors, LLC Brokerage Details

Total Assets Under Management

$340,392,000

Total Number of Employees

74

Total Number of Accounts

1,710

Average Account Size

$199,060

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Donald Sturniolo Work History

2011 - Present (14 years)

Gwn Securities Inc

2011 - Present (14 years)

Latitude Advisors, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Donald Sturniolo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Latitude Advisors, LLC

Stuart Lasky
Northbrook, IL
Tyler Seiferheld
Allentown, PA
Timothy Davis
Vero Beach, FL
Craig Perkins
Schaumburg, IL
Michele Hansen
Vero Beach, FL
Donald Sturniolo
Vero Beach, FL
Mathew Carrion
Astoria, NY
Richard Magdaleno
Cerritos, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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