Craig T. Preisendefer

LATITUDE ADVISORS

PITTSBURGH, PA

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CRD#: 2478561

Professional summary

Craig Thomas Preisendefer, CFP® is a registered financial advisor currently at LATITUDE ADVISORS, LLC located in Pittsburgh, Pennsylvania.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Craig has worked at 3 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

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.

1. ALSO EMPLOYED BY NEWARK INONE-SALES/TECHNOLOGY SOLUTIONS. I SPEND OVER 50% OF MY TIME AT THIS ACTIVITY. 2. VISIONWIDE CONSULTING NON-INVST RELATED 946 WALDWICK DRIVE PA OWNER BUSINESS CONSULTING STARTED 01/2010 5 HOURS PER WEEK 3. INSURANCE SALES NON-INVST REALTED 946 WALDWICK DRIVE PA 35 HOURS PER WEEK SELLING INSURNCE PRODUCTS 4. ASSOCIATE PLANNING / PENN PLANNERS 946 WALDWICK DR PA INVESTMENT SERVICES 20 HOURS PER WEEK

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Thomas Preisendefer'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: 2006

Experience

Current

May 29, 2015 - Present

LATITUDE ADVISORS, LLC

RIA

CRD#: 151001

PITTSBURGH, PA

Past

March 3, 2010 - September 12, 2011

FORESTERS EQUITY SERVICES, INC.

CRD#: 18464

SAN DIEGO, CA

Past

August 27, 2007 - February 2, 2010

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

PITTSBURGH, PA

Past

May 18, 1994 - February 2, 2010

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

PITTSBURGH, 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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(5/29/2015)

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.

Exams

State Security Law Exam

Series 63

Date: 4/21/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/19/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/17/1994

Investment Company Products/Variable Contracts Representative Examination

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

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.

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Craig T. Preisendefer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Thomas Preisendefer's CRS (Customer Relationship Summary).

Certified licenses

Experience

LATITUDE ADVISORS, LLC

FORESTERS EQUITY SERVICES, INC.

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

Primary Firm SEC Registration

LATITUDE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/21/1994

Series 7

Date: 5/19/1997

Series 6

Date: 5/17/1994

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

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