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AS

Alexander Sikarevich

LATITUDE ADVISORS
Brooklyn, NY 11235
Some features on this profile are disabled
CRD#: 4269527
AS

Professional summary


Alexander Sikarevich is a registered financial advisor currently at LATITUDE ADVISORS, LLC located in Brooklyn, New York and GWN SECURITIES INC. located in Brooklyn, New York.

Alexander is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Alexander has worked at 5 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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. 11/2001 TO PRESENT-AAS ACCOUNTING & FINANCIAL SVCS 3820 NOSTRAND AVE. STE 108, BROOKLYN NY 11235; TITLE-OWNER/ACCOUNTANT; DUTIES-TAX & ACCOUNTING SVCS; TIME SPENT-60%; COMP BY SALARY 2.PINPOINT FORENSIC ACCOUNTING SERVICES LLC-POSITION: MANAGING MEMBER NATURE: FORENSIC ACCOUNTING, BUSINESS VALUATION, AND EXPERT WITNESS SERVICES. INVESTMENT RELATED: NO NUMBER OF HOURS: 20 INVESTMENT RELATED HOURS: 2 START DATE: 05/15/2010-ADDRESS: 5 Woodside Ave, Staten Island, NJ 10304 -DESCRIPTION: OFFERING FORENSIC ACCOUNTING AND EXPERT WITNESS SERVICES, INCLUDING BUSINESS VALUATIONS. 3.Independent Insurance Agent, Is Not Investment Related, Insurance Agent, 2023-06-27,10 hours per month,5 hours per month during trading hours, Commission Compensation, Sells Fixed Insurance Products 4. Harbor Financial, Inc. Is Investment Related, DBA, Financial Professional, 01/04/2010,160 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 Alexander Sikarevich'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

May 31, 2021 - Present

LATITUDE ADVISORS, LLC

Office #1: 3820 Nostrand Ave, Brooklyn, NY 11235
RIA
CRD#: 151001
Brooklyn, NY
Current

January 4, 2010 - Present

GWN SECURITIES INC.

Office #1: 3820 Nostrand Ave., Brooklyn, NY 11235
RIA
BD
CRD#: 128929
Brooklyn, NY
Past

December 1, 2006 - December 7, 2009

MEDALLION INVESTMENT SERVICES, INC.

BD
CRD#: 45314
BROOKLYN, NY
Past

May 6, 2004 - December 1, 2006

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
BROOKLYN, NY
Past

September 27, 2000 - September 15, 2004

HOCHMAN & BAKER SECURITIES, INC.

BD
CRD#: 19949
STAMFORD, CT

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.
RR
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

RR
New Jersey
(1/6/2010)
RR
New York
(1/4/2010)
IAR
New York
(5/31/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 10/10/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

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
70

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 (11/5/2025)

Regulatory assets under management


Total Number of Accounts2,305
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.

Company Information


LATITUDE ADVISORS, LLC

CRD#: 151001Brooklyn, NY 11235

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