Gilberto Matthew Carmona
Investment adviser representative at Latitude Advisors, LLC
18 yearsExperience
2 statesRegistered 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
18 years in the industry.
- Latitude Advisors, LLCJul 2018 to now
- Carmona Business Solutions LLCFeb 2017 to now
- International Surface Finishing Academy,LLCFeb 2013 to now
- Gilbert M. Carmona Tax ServiceJan 2005 to now
- Gwn Securities, Inc.Apr 2018 to Aug 2023
- H.D. Vest Investment ServicesSep 2012 to Apr 2018
- Cafe At the Mall, Inc.Nov 2008 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
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
- 6118907
- Firm CRD
- 151001