ML
Martin Lang
LATITUDE ADVISORS
ALLENTOWN, PA 18103
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CRD#: 4342955
ML
Professional summary
Martin Lang, who also goes by Marty Lang, is a registered financial advisor currently at LATITUDE ADVISORS, LLC located in Allentown, Pennsylvania and GWN SECURITIES INC. located in Allentown, Pennsylvania.
Martin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Martin has worked at 4 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Marty Lang
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.
1991 TO PRESENT - MARSAN ENTERPRISES 4485 LINDA LANE, EMMAUS, PA 18049 (PARTNER) COLLECT RENTS, NO COMPENSATION 01/2001 TP PRESENT - SATORI, LTD (BOARD OF DIRECTORS MEMBER)ACTIVITY 1%; NO COMPENSATION 01/1999 TO PRESENT - ASSOC FOR THE BLIND & VISONARY IMPAIRED OF LEHIGH COUNTY (VP PF BOARD OF DIRECTORS), ACTIVITY 2%; NO COMPENSATION. 03/2005-PRESENT; LANG FAYLOR CHOMO & CO, PC; 3570 HAMILTON BLVD. SUITE 202, ALLENTOWN PA 18104; CPA; ACCOUTING & TAXATION; 50% OF TIME; SALARY AND BONUS. LATITUDE ADVISORS,LLC POSITION: RIA NATURE: REGISTERED INVESTMENT ADVISOR INVESTMENT RELATED: YES NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 1 START DATE: 11/01/2009 ADDRESS: 3570 HAMILTON BLVD, SUITE 202, ALLENTOWN PA 18103 DESCRIPTION: MONITOR INVESTMENTS MARTIN LANG, INS. AGENT POSITION: AGENT NATURE: SALE OF LIFE INSURANCE, LONG TERM CARE INSURANCE AND ANNUITIES INVESTMENT RELATED: YES NUMBER OF HOURS: 3 INVESTMENT RELATED HOURS: 0 START DATE: 07/01/2003 ADDRESS: 3570 HAMILTON BLVD, SUITE 202, ALLENTOWN PA 18103 DESCRIPTION: EVALUATION OF INSURANCE NEEDS SIGHTS FOR HOPE ENDOWMENT FOUNDATION POSITION: PRESIDENT NATURE: NON PROFIT 501(C)3 INVESTMENT RELATED: NO NUMBER OF HOURS: 3 INVESTMENT RELATED HOURS: 3 START DATE: 01/01/2012 ADDRESS: 845 WEST WYOMING STREET, ALLENTOWN PA 18103 DESCRIPTION: BOARD OF DIRECTORS / PRESIDENT CPA POSITION: Advisor NATURE: Review Financials. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/11/2018 ADDRESS: 3570 Hamilton Blvd, Suite 202, Allentown PA 18103, United States DESCRIPTION: Review funds. Make recommendations. Make distributions when needed. No additional funds will be added to these holdings.
CRS (Client Relationship Summary) - RIA
Click below to view Martin Lang's 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®
NoneExperience
Current
November 2, 2009 - Present
LATITUDE ADVISORS, LLC
Office #1: 3570 Hamilton Blvd Suite 202, Allentown, PA 18103RIA
CRD#: 151001
ALLENTOWN, PA
Current
November 2, 2009 - Present
GWN SECURITIES INC.
Office #1: 3570 Hamilton Boulevard, Suite 202, Allentown, PA 18103RIA
BD
CRD#: 128929
Allentown, PA
Past
July 3, 2001 - November 6, 2009
MEDALLION ADVISORY SERVICES, LLC
RIA
CRD#: 113788
ALLENTOWN, PA
Past
January 30, 2001 - November 6, 2009
MEDALLION INVESTMENT SERVICES, INC.
BD
CRD#: 45314
ALLENTOWN, PA
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
Arizona(2/12/2015)
RR
California(11/2/2009)
RR
Connecticut(11/2/2009)
RR
Florida(11/2/2009)
RR
New Jersey(11/2/2009)
RR
New York(11/2/2009)
RR
North Carolina(11/2/2009)
RR
Pennsylvania(11/2/2009)
IAR
Pennsylvania(11/2/2009)
RR
Rhode Island(11/2/2009)
RR
South Carolina(8/15/2023)
RR
Texas(11/2/2009)
Exams
State Security Law Exam
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)Upgrade to AdvisorCheck Premium
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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)
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.
Company Information
LATITUDE ADVISORS, LLC
CRD#: 151001Allentown, PA 18103TRUST BUT VERIFY
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