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Robert Ray Fitzjarrald

Investment adviser representative at Latitude Advisors, LLC
42 yearsExperience
1 stateRegistered in
$566.5MFirm assets
17 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

42 years in the industry.

  1. Latitude Advisors, LLCNov 2017 to now
  2. Robert R Fitzjarrald, Cpa, PcSep 2014 to now
  3. Gwn Securities Inc.Jan 2010 to now
  4. Hocker, Fitzjarrald & Richardson, PcJan 1984 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 65 · Uniform Investment Adviser Law2018

State registrations

Registered as an investment adviser representative in 1 state (IL).

Latitude Advisors, LLC

$566.5MAssets managed
1,590Clients
64Advisers
17 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2845455
Firm CRD
151001
Advisor's SEC record (opens in a new tab)
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