Ernest Chisena

LATITUDE ADVISORS

WEST CHESTER, PA

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CRD#: 1231944

Professional summary

Ernest Chisena III, CFP® is a registered financial advisor currently at LATITUDE ADVISORS, LLC located in West Chester, Pennsylvania and GWN SECURITIES INC. located in West Chester, Pennsylvania.

Ernest is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Ernest has worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 22, Series 6, Series 51 and Series 24 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Business Succession Planning

Investment Planning

Divorce Planning

Estate Planning

Comprehensive Financial Planni...

Insurance Planning

Are you a "fiduciary"?

Yes

Aliases

None

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.

1988-PRESENT; ERNEST CHISENA; PO BOX 3083 WEST CHESTER, PA 19381; INSURANCE AGENT; INSURANCE SALES OF FIXED INSURANCE PRODUCTS INCLUDING LIFE, ANNUITIES, DISABILITY AND LONG TERM CARE.; 30%; COMPENSATED BY COMMISSIONS. OCTOBER 2009- LATITUDE ADVISORS, LLC. IARP VERO BEACH, FLORIDA. 20% OF TIME. INSURANCE BUSINESS POSITION: AGENT NATURE: INSURANCE INVESTMENT RELATED: NO HOURS: 50 INVESTMENT RELATED HOURS: 50 START DATE: 11/03/1983 ADDRESS: 401 W. TURNBERRY COURT, WEST CEHSTER PA 19382 DESCRIPTION: SALES OF FIXED INSURANCE PRODUCTS INCLUDING LIFE, ANNUITIES, DISABILITY AND LONG TERM CARE. RENTAL PROPERTY POSITION: OWNER NATURE: RESORT PROPERTY RENTAL INVESTMENT RELATED: NO NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 12/30/2008 ADDRESS: 505 N. FT LAUDERDALE BEACH BLVD, ROOM 1811, FT. LAUDERDALE FL 33304 DESCRIPTION: RESORT RENTAL PROPERTY. PROPERTY MANAGED BY HILTON HOTELS., COLLECT CHECKS AND REPORT INCOME TO ACCOUNTANT FOR TAX RETURNS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ernest Chisena III'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®

CFP^®

Certified Financial Planner

Start date: 1987

Experience

Current

November 2, 2009 - Present

LATITUDE ADVISORS, LLC

RIA

CRD#: 151001

WEST CHESTER, PA

Current

November 2, 2009 - Present

GWN SECURITIES INC.

RIA

CRD#: 128929

WEST CHESTER, PA

Past

February 23, 2000 - November 10, 2009

MEDALLION ADVISORY SERVICES, LLC

RIA

CRD#: 113788

WEST CHESTER, PA

Past

August 23, 1999 - November 10, 2009

MEDALLION INVESTMENT SERVICES, INC.

CRD#: 45314

WEST CHESTER, PA

Past

July 12, 1989 - September 1, 1999

WHARTON EQUITY CORPORATION

CRD#: 10170

WAYNE, PA

Past

January 28, 1988 - July 14, 1989

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

February 9, 1984 - February 22, 1988

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

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".

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Delaware
(11/2/2009)

Florida
(11/2/2009)

Idaho
(1/12/2018)

Maryland
(11/2/2009)

New Jersey
(11/2/2009)

New York
(3/9/2015)

Pennsylvania
(11/2/2009)

IAR

Pennsylvania
(11/2/2009)

Virginia
(1/14/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 2/7/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/20/1989

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 4/17/1984

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 2/7/1984

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 51

Date: 3/14/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 6/15/1989

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

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

SEC notice filing (26 States and Territories)

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 Accounts	2,305
AUM (Assets Under Management)	$ 379,516,000

Red Flags

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

Contact information

xxxxx@xxxx.xxx

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Ernest Chisena

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ernest Chisena III's CRS (Customer Relationship Summary).

Certified licenses

Experience

GWN SECURITIES INC.

MEDALLION ADVISORY SERVICES, LLC

MEDALLION INVESTMENT SERVICES, INC.

WHARTON EQUITY CORPORATION

FSC SECURITIES CORPORATION

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Primary Firm SEC Registration

LATITUDE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/7/1984

SIE

Date: 10/1/2018

Series 7

Date: 5/20/1989

Series 22

Date: 4/17/1984

Series 6

Date: 2/7/1984

Series 51

Date: 3/14/2003

Series 24

Date: 6/15/1989

FINRA

Current Firm

LATITUDE ADVISORS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LATITUDE ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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