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William J. Scanlon

LATITUDE ADVISORS
ENDWELL, NY
Some features on this profile are disabled
CRD#: 2961582
WS

Professional summary

William John Scanlon JR, who also goes by Bill J Scanlon Jr, Bill J Scanlon, Bill John Scanlon Jr, Bill John Scanlon, Bill Scanlon Jr, Bill Scanlon, William J Scanlon Jr, William J Scanlon, William John Scanlon, William Scanlon Jr, William Scanlon, is a registered financial advisor currently at LATITUDE ADVISORS, LLC located in Endwell, New York.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. William has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bill J Scanlon Jr | Bill J Scanlon | Bill John Scanlon Jr | Bill John Scanlon | Bill Scanlon Jr | Bill Scanlon | William J Scanlon Jr | William J Scanlon | William John Scanlon | William Scanlon Jr | William Scanlon

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 William John Scanlon JR'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

August 18, 2011 - Present

LATITUDE ADVISORS, LLC

RIA
CRD#: 151001
ENDWELL, NY
Past

February 6, 2026 - March 4, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
ALBANY, NY
Past

February 6, 2026 - March 4, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
ALBANY, NY
Past

December 6, 2012 - November 29, 2022

GWN SECURITIES INC.

RIA
CRD#: 128929
ENDWELL, NY
Past

August 15, 2011 - February 9, 2026

GWN SECURITIES INC.

BD
CRD#: 128929
PALM BEACH GARDENS, FL
Past

January 6, 2010 - August 15, 2011

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
ENDWELL, NY
Past

September 30, 2004 - December 31, 2009

MEDALLION ADVISORY SERVICES, LLC

RIA
CRD#: 113788
ENDWELL, NY
Past

September 28, 2004 - December 31, 2009

MEDALLION INVESTMENT SERVICES, INC.

BD
CRD#: 45314
ENDWELL, NY
Past

June 3, 2004 - September 29, 2004

CENTAURUS FINANCIAL, INC.

RIA
CRD#: 30833
COXSACKIE, NY
Past

March 21, 2003 - September 29, 2004

CENTAURUS FINANCIAL, INC.

BD
CRD#: 30833
ANAHEIM, CA
Past

November 11, 1997 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

November 11, 1997 - April 10, 2003

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

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.

Highlighted states indicate IAR registrations

IAR
New York
(8/9/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/3/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/18/1997
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 7
Date: 8/23/1999
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/10/1997
Investment Company Products/Variable Contracts Representative Examination

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
66

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 (3/16/2026)

Regulatory assets under management

Total Number of Accounts2,575
AUM (Assets Under Management)$ 566,500,000

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#: 151001Endwell, NY

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