Stephen
Shaffer

Latitude Advisors, LLC

CRD#4900609
Investment Advisor
in Altoona, PA

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About this Advisor

Stephen Shaffer is a financial advisor operating out of Altoona, Pennsylvania with 10 years of relevant experience. Shaffer currently works for Latitude Advisors, LLC. Their career trajectory has included roles at United Airlines and Latitude Advisors, LLC. Shaffer maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania. Latitude Advisors, LLC is a financial advisory company with a branch in Altoona, Pennsylvania. It has offices in 25 locations and a total of 75 people on staff. It oversees $349 million in assets between its 1,320 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 1,320 accounts, just 4% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Latitude Advisors, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually depend on which service is provided. However, fee types billed by Latitude Advisors, LLC most likely include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

10 years

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

1216 11Th Ave Suite 232
Altoona, PA 16601

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Latitude Advisors, LLC Brokerage Details

Total Assets Under Management

$348,576,000

Total Number of Employees

75

Total Number of Accounts

1,320

Average Account Size

$264,073

Investment Advisory Services

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

Stephen Shaffer Work History

Stephen has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Latitude Advisors, LLC

1997 - Present (27 years)

United Airlines

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Stephen Shaffer 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

Craig Perkins
Schaumburg, IL
Michele Hansen
Vero Beach, FL
Mathew Carrion
Astoria, NY
Timothy Davis
Vero Beach, FL
Donald Sturniolo
Vero Beach, FL
Thomas Hopkins
Vero Beach, FL
Donald Talbert
Vero Beach, FL
Richard Magdaleno
Cerritos, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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