Anna Cecilia Levine
Investment adviser representative at Latitude Advisors, LLC
10 yearsExperience
1 stateRegistered in
$566.5MFirm assets
17 yearsFirm in business
Are you Anna Cecilia Levine? Claim your profile
Contact this firm
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
10 years in the industry.
- Latitude Advisors, LLCJun 2026 to now
- Gwn SecuritiesMay 2026 to now
- Aon Reinsurance SolutionsMay 2023 to May 2026
- Aon Securities LLCMay 2023 to May 2026
- Mufg Bank, N.A.May 2022 to Apr 2023
- Pricewaterhousecoopers, LLPSep 2020 to May 2022
- UnemployedMay 2020 to Sep 2020
- Pricewaterhousecoopers, LLPJun 2019 to Aug 2019
- The Ayco Company, L.P., A Goldman Sachs CompanyOct 2018 to May 2019
- University At AlbanyAug 2018 to May 2019
- Homrun GroupJul 2018 to Aug 2018
- State University of New York, University At AlbanyAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7751880
- Firm CRD
- 151001