William C. Conte

LATITUDE ADVISORS

SARASOTA, FL 34233

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CRD#: 4044294

Professional summary

William Carl Conte, who also goes by Bill Conte, is a registered financial advisor currently at LATITUDE ADVISORS, LLC located in Sarasota, Florida and GWN SECURITIES INC. located in Sarasota, Florida.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. William has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Conte

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.

INDEPENDENT LIFE INSURANCE AGENT: SELLING LIFE, HEALTH AND DISABILITY INCOME. LATITUDE ADVISORS, LLC VERO BEACH, FL - INVESTMENT ADVISOR REP WILLIAM CONTE DIVE TRAINING POSITION: INSTRUCTOR, TRAINER NATURE: RECREATIONAL SPORT DIVING AND RELATED ACTIVITIES. INVESTMENT RELATED: NO NUMBER OF HOURS: 15 INVESTMENT RELATED HOURS: 0 START DATE: 05/08/2012 ADDRESS: 4841 SAWYER PINE ROAD, SARASOTA FL 34233 DESCRIPTION: TEACH EMERGENCY FIRST RESPONDER CPR FIRST AID AND USE OF THE AED IN EMERGENCY SITUATIONS, OXYGEN FIRST AID USES , AND ADVANCED SCUBA DIVER AND INSTRUCTOR ??TRAINING. TRUE FREEDOM HOME HEALTH CARE PLANS POSITION: Sales NATURE: Home health care services. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2021 ADDRESS: 8250 Brian Dairy Rd, Largo FL 33777, United States DESCRIPTION: Show video fill out or help fill out forms. Submit to company. WILLIAM CONTE FINANCIAL SERVICES, Is Investment Related, DBA, Financial Professional 11/02/2009,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Carl Conte'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

November 19, 2009 - Present

LATITUDE ADVISORS, LLC

Office #1: 4841 Sawyer Pine Road, Sarasota, FL 34233

RIA

CRD#: 151001

SARASOTA, FL

Current

November 2, 2009 - Present

GWN SECURITIES INC.

RIA

CRD#: 128929

SARASOTA, FL

Past

January 18, 2002 - November 12, 2009

MEDALLION ADVISORY SERVICES, LLC

RIA

CRD#: 113788

SARASOTA, FL

Past

November 15, 2001 - November 12, 2009

MEDALLION INVESTMENT SERVICES, INC.

CRD#: 45314

SARASOTA, FL

Past

December 7, 1999 - November 21, 2001

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

BIRMINGHAM, AL

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

Florida
(11/2/2009)

IAR

Florida
(11/19/2009)

Georgia
(11/2/2009)

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: 7/20/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/13/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/6/1999

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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Advisor Monitoring

Firm Stability Insights

William C. Conte

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Carl Conte's CRS (Customer Relationship Summary).

Certified licenses

Experience

GWN SECURITIES INC.

MEDALLION ADVISORY SERVICES, LLC

MEDALLION INVESTMENT SERVICES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

Primary Firm SEC Registration

LATITUDE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/20/2000

Series 63

Date: 12/13/1999

SIE

Date: 10/1/2018

Series 6

Date: 12/6/1999

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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