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CV

Christine F. Valente

LATITUDE ADVISORS
Eastchester, NY
Some features on this profile are disabled
CRD#: 1058109
CV

Professional summary


Christine Froman Valente, who also goes by Christine Dina Froman, Christine Nill Froman, Christine Fromanvalente, Christine Dina Froman Nill, is a registered financial advisor currently at LATITUDE ADVISORS, LLC located in Eastchester, New York.

Christine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Christine has worked at 5 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Christine Dina Froman | Christine Nill Froman | Christine Fromanvalente | Christine Dina Froman Nill

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) A) LATITUDE ADVISORS, LLC B) INVESTMENT RELATED: YES C) 271 53RD CIRCLE; VERO BEACH, FL 32968 D) INVESTMENT ADVISORY SERVICES E) INVESTMENT ADVISORY REPRESENTATIVE & FINANCIAL PLANNING & CONSULTING F) START DATE: 03/01/2018 G) EXPECTED - 125 HRS PER MONTH H) EXPECTED - 125 DURING TRADING HRS I) CONSULT WITH CLIENTS ON ADVISORY AND FINANCIAL PLANNING AND CONSULTING MATTERS J) OFFICER/DIRECTOR: NO K) CLIENT INVOLVED: YES 2) A) INDEPENDENT FIXED INSURANCE AGENT B) INVESTMENT RELATED: YES C) 21 KNOLLWOOD ROAD, EASTCHESTER, NY 10709 D) INSURANCE SALES AND CONSULTING E) INSURANCE AGENT LICENCED IN LIFE, ACCIDENT, HEALTH, VARIABLE, CREDIT, TRAVEL F) 9/2004 G) APPROX 20 HRS PER MONTH H) APPROX 20 HRS DURING TRADING I) FIXED INSURANCE SALES J) OFFICER/DIRECTOR: NO K) CLIENT INVOLVED: YES 3) A) CFV ASSET MANAGEMENT B) INVESTMENT RELATED: YES = DBA C) 21 KNOLLWOOD ROAD, EASTCHESTER, NY 10709 D) D/B/A E) SELF-EMPLOYED, NAME CONNECTED WITH MY INVESTMENT ADVISOR/REGISTERED REP PRACTICE F) 01/01/2013 G,H) I USE MY DBA DURING ALL WORKING HOURS PER MONTH DURING AND NOT DURING TRADING HOURS I) I OFFER INVESTMENT PRODUCTS AND SERVICES TOGETHER WITH ADVISORY SERVICES AND CONSULTING THROUGH MY BROKER DEALER AND ADVISORY SERVICES FIRM UTILIZING MY DBA. CFV ASSET MANAGEMENT AND MY BROKER DEALER AND ADVISORY FIRMS ARE UNAFFILIATED ENTITIES.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christine Froman Valente's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 26, 2021 - Present

LATITUDE ADVISORS, LLC

RIA
CRD#: 151001
Eastchester, NY
Past

March 6, 2018 - August 23, 2023

GWN SECURITIES INC.

BD
CRD#: 128929
EASTCHESTER, NY
Past

March 23, 2016 - December 31, 2017

J.W. COLE FINANCIAL, INC.

BD
CRD#: 124583
Elmsford, NY
Past

September 17, 2004 - March 3, 2016

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
ELMSFORD, NY
Past

August 22, 1983 - September 27, 2004

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
EDISON, NJ

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LA
LATITUDE ADVISORS, LLC
BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC

CRD#: 151001 / SEC#: 801-70420

RIA
Registered Investment Advisory firm - (7/16/2009 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New York
(8/26/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 2/8/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


LA
LATITUDE ADVISORS, LLC
BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC

CRD#: 151001 / SEC#: 801-70420

RIA
Registered Investment Advisory firm - (7/16/2009 Approved)
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Contact information


Main Address
Yorkville, IL
Mailing Address
Phone number
(630) 553-3730
Established
Firm type
Fiscal year end
# of Employees
70

SEC notice filing (26 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LATITUDE ADVISORS, LLC ADV BROCHURE (11/5/2025)

Regulatory assets under management


Total Number of Accounts2,305
AUM (Assets Under Management)$ 379,516,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LATITUDE ADVISORS, LLC

CRD#: 151001Eastchester, NY

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Contact information


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