Frederick W. Schmalkuche

LATITUDE ADVISORS

WEST COXSACKIE, NY 12192

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CRD#: 4430633

Professional summary

Frederick William Schmalkuche, CFP® is a registered financial advisor currently at LATITUDE ADVISORS, LLC located in West Coxsackie, New York and PINNACLE WEALTH STRATEGIES, LLC located in Albany, New York.

Frederick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Frederick has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

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) FOSTER& SCHMALKUCHE,CPA, PC (CPA FIRM) - PARTNER/CPA - 90% OF TIME 2) PINNACLE WEALTH STRATEGIES, LLC INVESTMENT RELATED;ALBANY, NY; COMPREHENSIVE FINANCIAL PLANNING;PARTNER; 10% OF TIME 3) LATITUDE ADVISORS, LLC; NY; IA REP; ADVISORY FEE SERVICES; 10% OF TIME; COMPENSATED VIA FEES PROPERTY RENTAL POSITION: member NATURE: rental property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2015 ADDRESS: 144 Perkinsville Rd, Highland NY 12528 DESCRIPTION: Pay rental related bills.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frederick William Schmalkuche'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®

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Current

August 15, 2011 - Present

LATITUDE ADVISORS, LLC

Office #1: 12079 Rt 9w, West Coxsackie, NY 12192

RIA

CRD#: 151001

WEST COXSACKIE, 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: 2135 Rt 44-55 P.o. Box 300, Gardner, NY 12525

RIA

CRD#: 128929

GARDNER, NY

Past

January 6, 2010 - August 15, 2011

SSN ADVISORY, INC.

RIA

CRD#: 126090

GARDNER, NY

Past

January 6, 2010 - August 15, 2011

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

GARDNER, NY

Past

September 28, 2004 - December 31, 2009

MEDALLION INVESTMENT SERVICES, INC.

CRD#: 45314

SEVERNA PARK, MD

Past

September 24, 2004 - December 31, 2009

MEDALLION ADVISORY SERVICES, LLC

RIA

CRD#: 113788

WEST COXSACKIE, 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

October 5, 2001 - November 18, 2002

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

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: 10/23/2001

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: 10/4/2001

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

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

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Advisor Monitoring

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Frederick W. Schmalkuche

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frederick William Schmalkuche'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.

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

LATITUDE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/23/2001

SIE

Date: 10/1/2018

Series 7

Date: 10/4/2001

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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