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DS

Donald W. Sturniolo

LATITUDE ADVISORS
Richmond, VA
Some features on this profile are disabled
CRD#: 5575361
DS

Professional summary

Donald William Sturniolo, who also goes by Don Sturniolo, Donald Sturniolo, is a registered financial advisor currently at LATITUDE ADVISORS, LLC located in Richmond, Virginia.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Donald has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Don Sturniolo | Donald Sturniolo

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.
TEACH T'AI CHI 1 HR/WEEK 02/2011 - INSURANCE AGENT FLORENCE KY - FIXED INSURANCE SALES - COMMISSIONS - 15% OF TIME LATITUDE ADVISORS POSITION: IR NATURE: PORTFOLIO MANAGED ADVISORY & CONSULTATION INVESTMENT RELATED: YES NUMBER OF HOURS: 8 INVESTMENT RELATED HOURS: 8 START DATE: 02/28/2011 ADDRESS: 271 53RD CIRCLE, VERO BEACH FL 32968 DESCRIPTION: DISCUSS ADVISORY ACCOUNTS AND RETIRMENT PLANNING WITH PROSPECTS & CLIENTS PNC BANK POSITION: BRANCH FINANCIAL SALES CONSULTANT NATURE: RETAIL BANKING INVESTMENT RELATED: NO NUMBER OF HOURS: 160 INVESTMENT RELATED HOURS: 72 START DATE: 12/08/2011 ADDRESS: 1002 S. BROADWAY, GEORGETOWN KY 40324 DESCRIPTION: OPEN CHECKING & SAVINGS ACCOUNTS WITH BANK DIVERSIFIED BROKERAGE SPECIALIST POSITION: FINANCIAL CONSULTANT NATURE: INSURANCE INVESTMENT RELATED: NO NUMBER OF HOURS: 6 INVESTMENT RELATED HOURS: 6 START DATE: 02/01/2011 ADDRESS: 9670 KENWOOD RD, BLUE ASH OH 45242 DESCRIPTION: LIFE, DISABILITY, FIXED ANNUITY PRODUCTS FOR GWN CLIENTS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald William Sturniolo'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

February 25, 2011 - Present

LATITUDE ADVISORS, LLC

RIA
CRD#: 151001
Richmond, VA
Past

February 15, 2011 - June 29, 2022

GWN SECURITIES INC.

BD
CRD#: 128929
PALM BEACH GARDENS, FL
Past

October 20, 2008 - January 5, 2011

EDWARD JONES

RIA
CRD#: 250
BURLINGTON, KY
Past

September 18, 2008 - January 5, 2011

EDWARD JONES

BD
CRD#: 250
BURLINGTON, KY

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.

Highlighted states indicate IAR registrations

IAR
Virginia
(10/15/2015)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/2/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/17/2008
General Securities Representative Examination

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#: 151001Richmond, VA

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