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RF

Robert R. Fitzjarrald

LATITUDE ADVISORS
Canton, IL 61520
Some features on this profile are disabled
CRD#: 2845455
RF

Professional summary

Robert Ray Fitzjarrald is a registered financial advisor currently at LATITUDE ADVISORS, LLC located in Canton, Illinois and GWN SECURITIES INC. located in Canton, Illinois.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Robert has worked at 4 firms and has passed the Series 65, Series 63, SIE 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Ray Fitzjarrald'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

January 8, 2018 - Present

LATITUDE ADVISORS, LLC

Office #1: 143 W Chestnut St, Canton, IL 61520
RIA
CRD#: 151001
Canton, IL
Current

January 4, 2010 - Present

GWN SECURITIES INC.

Office #1: 143 West Chestnut Street, Canton, IL 61520
RIA
BD
CRD#: 128929
Canton, IL
Past

January 4, 1999 - December 31, 2009

MEDALLION INVESTMENT SERVICES, INC.

BD
CRD#: 45314
CANTON, IL
Past

January 24, 1997 - December 31, 1998

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
KNOXVILLE, TN

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.
RR
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

RR
Arizona
(2/4/2025)
RR
California
(2/17/2023)
RR
Florida
(8/25/2016)
RR
Illinois
(1/4/2010)
IAR
Illinois
(1/8/2018)
RR
Indiana
(2/26/2019)
RR
Iowa
(1/4/2010)
RR
Michigan
(1/4/2010)
RR
Minnesota
(5/9/2013)
RR
North Carolina
(11/13/2024)
RR
Pennsylvania
(10/11/2023)
RR
Texas
(6/2/2015)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/8/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/23/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 1/23/1997
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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#: 151001Canton, IL 61520

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