AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
GS

Gordon Sylvester

LATITUDE INVESTMENT GROUP
ALPHARETTA, GA
·CRD# 2638444·31 years experience

Professional Summary

Gordon Sylvester, who also goes by Gordon Anthony Sylvester, is a registered financial advisor currently at LATITUDE INVESTMENT GROUP located in Alpharetta, Georgia and THE LEADERS GROUP, INC. located in Summit, New Jersey. Gordon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Gordon has worked at 17 firms and has passed the Series 63, Series 65, SIE, Series 31, Series 55, Series 7,...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Gordon Anthony Sylvester

Blog Corner

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
View profile
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

Years of Experience

31 years in the financial services industry

Current & Past Employments

LATITUDE INVESTMENT GROUP·CRD# 333819
RIA
1125 Sanctuary Parkway Suite 120, Alpharetta, GA 30009
February 11, 2025 - Present
THE LEADERS GROUP, INC.·CRD# 37157
BD
475 Springfield Ave, Summit, NJ 07901
April 20, 2026 - Present
FMG DISTRIBUTORS, INC.·CRD# 29243
BD
New Canaan, CT
October 24, 2024 - February 24, 2026
DIVERGENT CAPITAL ASSET MANAGEMENT LLC·CRD# 324549
RIA
Woodstock, GA
April 25, 2023 - March 5, 2024
TLG ADVISORS, INC.·CRD# 111052
RIA
Woodstock, GA
October 15, 2019 - November 16, 2022
THE LEADERS GROUP, INC.·CRD# 37157
BD
Summit, NJ
September 18, 2019 - November 16, 2022
WOODBURY FINANCIAL SERVICES, INC.·CRD# 421
RIA
Woodstock, GA
March 1, 2019 - March 1, 2019
WOODBURY FINANCIAL SERVICES, INC.·CRD# 421
BD
Woodstock, GA
March 1, 2019 - March 1, 2019
QUESTAR ASSET MANAGEMENT, INC.·CRD# 133358
RIA
Woodstock, GA
March 30, 2010 - March 1, 2019
QUESTAR CAPITAL CORPORATION·CRD# 43100
BD
Woodstock, GA
April 23, 2008 - May 2, 2019
MORGAN STANLEY & CO. LLC·CRD# 8209
RIA
Livonia, MI
May 30, 2007 - April 1, 2008
MORGAN STANLEY & CO. LLC·CRD# 8209
BD
Livonia, MI
April 2, 2007 - April 1, 2008
MORGAN STANLEY DW INC.·CRD# 7556
BD
Livonia, MI
March 12, 2007 - April 2, 2007
M. S. HOWELLS & CO.·CRD# 104100
BD
Milford, MI
March 13, 2006 - January 31, 2007
ROSENTHAL COLLINS EQUITIES, L.L.C.·CRD# 44888
BD
Novi, MI
March 23, 2005 - March 10, 2006
MAY FINANCIAL CORPORATION·CRD# 3927
BD
Dallas, TX
June 26, 2001 - October 20, 2004
HILLTOP SECURITIES INC.·CRD# 6220
BD
Dallas, TX
March 19, 2001 - July 5, 2001
PIPER SANDLER & CO.·CRD# 665
BD
Minneapolis, MN
October 25, 1999 - March 15, 2001
ATLAS CLEARING, INC.·CRD# 3777
BD
Salt Lake City, UT
July 1, 1998 - January 13, 1999
AMERIPRISE ADVISOR SERVICES, INC.·CRD# 5979
BD
Detroit, MI
September 27, 1995 - June 2, 1998

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

Current Firm

LI
LATITUDE INVESTMENT GROUP

LATITUDE INVESTMENT GROUP | LATITUDE INVESTMENT GROUP, LLC

CRD#: 333819
Georgia
Registered Investment Advisory firm - Georgia (2/11/2025 Approved)
Iowa
Registered Investment Advisory firm - Iowa (12/8/2025 Approved)
Kentucky
Registered Investment Advisory firm - Kentucky (10/29/2025 Approved)
Nevada
Registered Investment Advisory firm - Nevada (1/26/2026 Approved)
North Carolina
Registered Investment Advisory firm - North Carolina (7/15/2025 Approved)
Texas
Registered Investment Advisory firm - Texas (6/13/2025 Approved)

Contact Information

Main Address

1125 Sanctuary Parkway Suite 120, Alpharetta, GA 30009

Phone Number

(248) 202-6081

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

87

AUM (Assets Under Management)

$6,330,849

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

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.) LATITUDE INVESTMENT GROUP - 4/1/25 - 1125 Sanctuary Pkwy, Suite 120, Alpharetta, GA 30009 - President, Recruiting, Invt Rel, Registered Investment Advisor, 20 hrs/mo; 20 hrs/mo (during trading hours). 2.) DIVERGENT ADVISORS - 11/1/22 - 1125 Sanctuary Pkwy, Suite 120, Alpharetta, GA 30009 - President, Executive, Not Invt Rel, Insurance marketing business, 80 hrs/mo; 80 hrs/mo (during trading hours). 3.) LEVERAGE FINANCIAL GROUP - 1/1/25 - 1125 Sanctuary Pkwy, Suite 120, Alpharetta, GA 30009 - VP of Sales, Recruiting, Not Invt Rel, Insurance marketing business, 20 hrs/mo; 20 hrs/mo (during trading hours). 4.) ALPINE FINANCIAL SOLUTIONS - 5/15/26 - 1125 Sanctuary Pkwy, Suite 120, Alpharetta, GA 30009 - External Wholesaling, Wholesaling annuity products through Alpine, Not Invt Rel, Wholesaling business, 10 hrs/mo; 10 hrs/mo (during trading hours).

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
IAR
Georgia
(2/11/2025)
RR
Georgia
(4/22/2026)
IAR
Iowa
(12/8/2025)
IAR
Kentucky
(10/29/2025)
IAR
Nevada
(1/28/2026)
IAR
North Carolina
(7/16/2025)
IAR
Texas
(6/13/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2010About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2007About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed Mar 2007About the Series 31 exam

Series 55 — Limited Representative-Equity Trader Exam

Passed Dec 1999

Series 7 — General Securities Representative Examination

Passed Sep 1995About the Series 7 exam

Series 4 — Registered Options Principal Examination

Passed Dec 2003About the Series 4 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Dec 2003About the Series 10 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Dec 2003About the Series 9 exam

Series 24 — General Securities Principal Examination

Passed Nov 1998About the Series 24 exam
FINRA
SRO Registrations

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Gordon Sylvester's CRS (Customer Relationship Summary).

Similar Advisors

Robert L Busby
Robert L Busby

AMERIPRISE FINANCIAL SERVICES, LLC

Atlanta, GA · CRD#
George Christian Mauser
George Christian Mauser

ATLAS INVESTMENT ADVISORS

ALPHARETTA, GA · CRD#
Dena Michelle Wilhoit
Dena Michelle Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

GRAYSON, KY · CRD#
Stephen Derek Johnson
Stephen Derek Johnson

GREAT BAY WEALTH MANAGEMENT

Roswell, GA · CRD#
GS
Follow Gordon
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required