AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
GL

Gary W. Lantta

Some features on this profile are disabled
CRD#: 1233316
GL

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gary William Lantta was a registered financial professional .

Gary is a previously registered financial professional and started their career in finance in 1984. Gary had worked at 21 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

March 14, 2018 - April 23, 2019

RELIANCE WORLDWIDE INVESTMENTS, LLC

BD
CRD#: 143546
GURNEE, IL
Past

August 8, 2017 - September 27, 2017

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
APPLETON, WI
Past

January 4, 2017 - August 2, 2017

ALT FUND DISTRIBUTORS LLC

BD
CRD#: 146547
NEW YORK, NY
Past

February 2, 2016 - December 31, 2016

WOOD (ARTHUR W.) COMPANY, INC.

BD
CRD#: 3798
BOSTON, MA
Past

February 21, 2014 - October 1, 2015

DINOSAUR FINANCIAL GROUP, L.L.C

BD
CRD#: 104446
NEW YORK, NY
Past

October 12, 2012 - January 7, 2014

BURNHAM SECURITIES INC.

BD
CRD#: 22549
NEW YORK, NY
Past

January 24, 2012 - July 5, 2012

SOURCE CAPITAL GROUP, INC.

BD
CRD#: 36719
WESTPORT, CT
Past

August 12, 2010 - January 5, 2012

WJB CAPITAL GROUP, INC.

BD
CRD#: 37334
NEW YORK, NY
Past

May 15, 2009 - August 3, 2010

BURNHAM SECURITIES INC.

BD
CRD#: 22549
NEW YORK, NY
Past

August 9, 2002 - August 21, 2007

BTN RESEARCH, INC.

BD
CRD#: 37456
AUSTIN, TX
Past

September 13, 2001 - June 20, 2002

DISTRIBUTION SERVICES, LLC

BD
CRD#: 25938
PORTLAND, ME
Past

August 31, 1998 - March 10, 2000

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, OH
Past

November 18, 1996 - September 8, 1998

MONETTA INVESTMENT SERVICES, L.L.C.

BD
CRD#: 18947
WHEATON, IL
Past

October 17, 1995 - September 10, 1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

March 30, 1994 - January 24, 1996

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
CHICAGO, IL
Past

October 1, 1992 - April 8, 1994

SANCTUARY SECURITIES, INC.

BD
CRD#: 205
MIAMI, FL
Past

December 5, 1991 - October 1, 1992

DICKINSON & CO.

BD
CRD#: 689
DES MOINES, IA
Past

February 19, 1991 - August 14, 1991

RODMAN & RENSHAW INC.

BD
CRD#: 724
CHICAGO, IL
Past

May 11, 1989 - February 19, 1991

TUCKER ANTHONY INCORPORATED

BD
CRD#: 837
BOSTON, MA
Past

April 11, 1988 - May 30, 1989

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

November 18, 1986 - April 11, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

May 15, 1984 - November 24, 1986

SIGNATOR INVESTORS, INC.

BD
CRD#: 468

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 3/26/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RW
RELIANCE WORLDWIDE INVESTMENTS, LLC
RELIANCE WORLDWIDE INVESTMENTS, LLC

CRD#: 143546 / SEC#: , 8-67575

BD
Terminated by SEC on 06/24/2019
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Nevada since 12/01/2004
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
THE ESTATE OF KENNETH E. SWEETNON-ASSOCIATED MEMBER
STOUGH, LOUIS EDWARDCHIEF COMPLIANCE OFFICER1675992
SWEET, JANETEXECUTOR7085889

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


RELIANCE WORLDWIDE INVESTMENTS, LLC

CRD#: 143546

TRUST BUT VERIFY

Monitor Gary Lantta

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics