Edward P. Donnellan

LATITUDE ADVISORS

Astoria, NY 11103

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CRD#: 4218695

Professional summary

Edward Patrick Donnellan JR., who also goes by Edward P Donnellan Jr., Edward P Donnellan, is a registered financial advisor currently at LATITUDE ADVISORS, LLC located in Astoria, New York and GWN SECURITIES INC. located in Astoria, New York.

Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Edward has worked at 7 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Edward P Donnellan Jr. | Edward P Donnellan

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. 10/1999 TO PRESENT - TAX SHOPPE, 28-41 STEINWAY STREET, ASTORIA, NY 11103;TITLE-CPA/OFFICER;DUTIES-TAX PREPARATION AND ACCOUNTING;TIME SPENT 80%; COMPENSATED BY SALARY + FEES. 2. EDWARD P. DONNELLAN, 28-41 STEINWAY STREET, ASTORIA, NY 1110; TITLE-AGENT; DUTIES MORTGAGE CONSULTANT; TIME SPENT-2%. 3. 01/2010 TO PRESENT - LATITUDE ADVISORS, LLC - 28-41 STEINWAY STREET, ASTORIA, NY 11103; TITLE:IA REPRESENTATIVE - FEE BASED ASSET MANAGEMENT; TIME SPENT 5%; COMPENSATED VIA FEES EARNED BAND JAM IT, LLC POSITION: MEMBER NATURE: SOCIAL NETWORK WEBSITE THAT GIVES AMATEUR MUSICIANS A PLATFORM TO SHOWCASE THEIR TALLENTS THROUGH VIDEOS. INVESTMENT RELATED: NO NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011 ADDRESS: 5 MANDER LANE, EAST NORTHPORT NY 11731 DESCRIPTION: MANAGE THE WEBSITE. LINK MUSICIANS INC. POSITION: President NATURE: Social Network website that gives musicians a platform to showcase their talents through videos. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2018 ADDRESS: 5 MANDER LANE, E NORTHPORT NY 11731, United States DESCRIPTION: Manage the website. EDWARD P. DONNELLAN OWNER; NOT INVESTMENT RELATED; 2 HOURS PER MONTH AND 0 DURING TRADING HOURS; ADDRESS: 28-41 STEINWAY STREET ASTORIA NY 11103; START: 01/01/2001; COMMISSION BASED; NATURE: SALES OF LIFE, HEALTH, DISABILITY INSURANCE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Patrick Donnellan 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 19, 2021 - Present

LATITUDE ADVISORS, LLC

Office #1: 28-41 Steinway Street, Astoria, NY 11103

RIA

CRD#: 151001

Astoria, NY

Current

January 6, 2010 - Present

GWN SECURITIES INC.

Office #1: 28-41 Steinway Street, Astoria, NY 11103

RIA

CRD#: 128929

Astoria, NY

Past

January 23, 2006 - December 31, 2009

MEDALLION INVESTMENT SERVICES, INC.

CRD#: 45314

ASTORIA, NY

Past

October 15, 2004 - October 6, 2005

LONG ISLAND FINANCIAL GROUP, INC.

CRD#: 31148

ROSLYN, NY

Past

June 30, 2004 - September 2, 2004

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

SCHAUMBURG, IL

Past

June 11, 2003 - June 30, 2004

HOCHMAN & BAKER SECURITIES, INC.

CRD#: 19949

STAMFORD, CT

Past

July 25, 2000 - January 28, 2003

SENTRA SECURITIES CORPORATION

CRD#: 10249

PHOENIX, AZ

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

New York
(1/6/2010)

IAR

New York
(8/19/2021)

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

Series 63

Date: 8/29/2000

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: 7/24/2000

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

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Edward P. Donnellan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Patrick Donnellan JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

GWN SECURITIES INC.

MEDALLION INVESTMENT SERVICES, INC.

LONG ISLAND FINANCIAL GROUP, INC.

CETERA FINANCIAL SPECIALISTS LLC

HOCHMAN & BAKER SECURITIES, INC.

SENTRA SECURITIES CORPORATION

Primary Firm SEC Registration

LATITUDE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/29/2000

SIE

Date: 10/1/2018

Series 6

Date: 7/24/2000

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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