Ernest
Schultz

Latitude Advisors, LLC

CRD#6735823
Investment Advisor
in Oceanside, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Ernest Schultz is a financial advisor based in Oceanside, New York, working with Latitude Advisors, LLC. Ernest has previously held positions at Guardian Life Insurance Co Of America, Nesta Entertainment, Park Avenue Securities, LLC, Mml Investors Services, LLC, Massmutual Life Insurance, Gwn Securities, Inc, Latitude Advisors, LLC, and Clarkson Media. Ernest has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Ernest is part of Latitude Advisors, LLC, which operates out of Oceanside, New York. 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 63

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

Oceanside, NY

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Ernest Schultz Work History

2024 - Present (0 year)

Gwn Securities, Inc

2024 - Present (0 year)

Latitude Advisors, LLC

2017 - Present (7 years)

Clarkson Media

2020 - 2023 (3 years)

Mml Investors Services, LLC

2020 - 2023 (3 years)

Massmutual Life Insurance

2018 - 2020 (2 years)

Park Avenue Securities, LLC

2017 - 2020 (3 years)

Guardian Life Insurance Co Of America

1995 - 2017 (22 years)

Nesta Entertainment

Disclosures

Please visit the SEC profile of Ernest Schultz 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

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

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started