William J. Scanlon

LATITUDE ADVISORS

ENDWELL, NY

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CRD#: 2961582

Professional summary

William John Scanlon JR, who also goes by Bill Scanlon Jr, William J Scanlon, is a registered financial advisor currently at LATITUDE ADVISORS, LLC located in Endwell, New York and GWN SECURITIES INC. located in Palm Beach Gardens, Florida.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. William has worked at 8 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 Scanlon Jr | William J 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.

1. WILLIAM J. SCANLON -BUSINESS & ESTATE COUNSELORS, LLC. - BUSINESS & ESTATE COUNSELOR; DUTIES- SALES AND SERVICE OF GROUP BENEFITS & HEALTH,LIFE,FINANCIAL & ESTATE PLANNING SERVICES 2. SUPPORT SERVICE ALLIANCE - SALES OF GROUP HEALTH INS PLANS TO SMALL BUSINESS - 1% OF TIME 3. COMBINED LIFE INS CO - EMPLOYEE SUP BENEFIT PROGRAM SALES (SUP DIS/GRP TERM LIFE) - 1% OF TIME 4. LATITUDE ADVISORS, LLC - FEE BASED ASSETS UNDER MANAGEMENT - IA REP - 10% OF TIME -COMPENSATED BY FEES WILLIAM SCANLON FINANCIAL SERVICES, Is Investment Related, DBA, Financial Professional, 08/17/2011,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales. KLASSEN INGALLS POSITION: Broker NATURE: Business Brokerage INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2017 ADDRESS: 130 Allens Creek Rd., Ste. 117, Rochester NY 14618, United States DESCRIPTION: I will be responsible for finding small businesses with revenue of $100k to $10 ml that want to find a buyer to take over the operation.

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

Current

August 15, 2011 - Present

GWN SECURITIES INC.

Office #1: 11440 North Jog Road, Palm Beach Gardens, FL 33418-3764Office #2: 292 Washington Avenue Ext. Suite 106, Albany, NY 12203

RIA

CRD#: 128929

Palm Beach Gardens, FL

Past

December 6, 2012 - November 29, 2022

GWN SECURITIES INC.

RIA

CRD#: 128929

PALM BEACH GARDENS, FL

Past

January 6, 2010 - August 15, 2011

SECURITIES SERVICE NETWORK, LLC

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.

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.

CRD#: 30833

ANAHEIM, CA

Past

November 11, 1997 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

November 11, 1997 - April 10, 2003

EQUITABLE ADVISORS, LLC

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".

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.

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

California
(8/4/2025)

New York
(8/15/2011)

IAR

New York
(8/9/2021)

Pennsylvania
(12/5/2012)

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

State Security Law Exam

IAR

Series 65

Date: 5/3/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/18/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/23/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/10/1997

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

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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Firm Stability Insights

William J. Scanlon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William John Scanlon JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

GWN SECURITIES INC.

GWN SECURITIES INC.

SECURITIES SERVICE NETWORK, LLC

MEDALLION ADVISORY SERVICES, LLC

MEDALLION INVESTMENT SERVICES, INC.

CENTAURUS FINANCIAL, INC.

CENTAURUS FINANCIAL, INC.

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

LATITUDE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/3/1999

Series 63

Date: 11/18/1997

SIE

Date: 10/1/2018

Series 7

Date: 8/23/1999

Series 6

Date: 11/10/1997

FINRA

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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