Sharon A. Merkle

LATITUDE ADVISORS

Saratoga Springs, NY

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CRD#: 3222580

Professional summary

Sharon Ann Merkle, who also goes by Sharon Ann Glenn, Sharon Ann Libert, Sharon Ann Walton, is a registered financial advisor currently at LATITUDE ADVISORS, LLC located in Saratoga Springs, New York and PINNACLE WEALTH STRATEGIES, LLC located in Albany, New York.

Sharon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Sharon has worked at 11 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sharon Ann Glenn | Sharon Ann Libert | Sharon Ann Walton

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)SHARON A. MERKLE, ATTORNEY AT LAW -OWNER/LAWYER; NON-INVESTMENT RELATED; LAW PRACTICE; SARATOGA SPRINGS, NY; LAW PRACTICE; OWNER OF PRACTICE; START - 1/1979; 80 HRS/MO DURING TRADING; LEGAL WORK INVOLVING ESTATE PLANNING, ESTATE ADMINISTRATION, BUSINESS LAW, EMPLOYMENT LAW, ELDER LAW, COMMERCIAL CONTRACTS, REAL ESTATE 2)PINNACLE WEALTH STRATEGIES, LLC; INVESTMENT RELATED; ALBANY, NY; RIA FIRM; INVESTMENT ADVISER REPRESENTATIVE; START - 11/2002; 40 HRS/MO DURING TRADING; COMPREHENSIVE FINANCIAL PLANS 3)LATITUDE ADVISORS, LLC; INVESTMENT RELATED; ALBANY, NY; RIA FIRM; INVESTMENT ADVISER REPRESENTATIVE; START - 8/2011; 10 HRS/MO DURING TRADING; 4)GWN SECURITIES, INC; INVESTMENT RELATED; ALBANY, NY; BROKER DEALER FIRM; REGISTERED REPRESENTATIVE; START - 8/2011; 10 HRS/MO DURING TRADING;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sharon Ann Merkle'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 15, 2011 - Present

LATITUDE ADVISORS, LLC

RIA

CRD#: 151001

Saratoga Springs, NY

Current

August 16, 2021 - Present

PINNACLE WEALTH STRATEGIES, LLC

Office #1: 292 Washington Ave Ext Suite 106, Albany, NY 12203

RIA

CRD#: 156941

Albany, NY

Current

August 15, 2011 - Present

GWN SECURITIES INC.

Office #1: 292 Washington Avenue Ext. Suite 106, Albany, NY 12203

RIA

CRD#: 128929

Albany, NY

Past

January 6, 2010 - August 15, 2011

SSN ADVISORY, INC.

RIA

CRD#: 126090

SARATOGA SPRINGS, NY

Past

January 6, 2010 - August 15, 2011

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

SARATOGA SPRINGS, NY

Past

September 28, 2004 - December 31, 2009

MEDALLION INVESTMENT SERVICES, INC.

CRD#: 45314

SEVERNA PARK, MD

Past

September 27, 2004 - December 31, 2009

MEDALLION ADVISORY SERVICES, LLC

RIA

CRD#: 113788

SARATOGA SPRINGS, NY

Past

January 12, 2004 - September 29, 2004

CENTAURUS FINANCIAL, INC.

RIA

CRD#: 30833

WEST COXSACKIE, NY

Past

October 18, 2002 - September 29, 2004

CENTAURUS FINANCIAL, INC.

CRD#: 30833

ANAHEIM, CA

Past

July 12, 1999 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

July 12, 1999 - November 6, 2002

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

June 9, 1999 - June 25, 1999

EQUITY SERVICES, INC.

CRD#: 265

MONTPELIER, VT

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

Connecticut
(8/15/2011)

Florida
(8/15/2011)

New York
(8/15/2011)

IAR

New York
(8/9/2021)

North Carolina
(8/16/2011)

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 66

Date: 7/20/1999

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/8/1999

General Securities 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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Advisor Monitoring

Firm Stability Insights

Sharon A. Merkle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sharon Ann Merkle's CRS (Customer Relationship Summary).

Certified licenses

Experience

PINNACLE WEALTH STRATEGIES, LLC

GWN SECURITIES INC.

SSN ADVISORY, INC.

SECURITIES SERVICE NETWORK, LLC

MEDALLION INVESTMENT SERVICES, INC.

MEDALLION ADVISORY SERVICES, LLC

CENTAURUS FINANCIAL, INC.

CENTAURUS FINANCIAL, INC.

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

EQUITY SERVICES, INC.

Primary Firm SEC Registration

LATITUDE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/20/1999

SIE

Date: 10/1/2018

Series 7

Date: 6/8/1999

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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