Mathew B. Carrion

LATITUDE ADVISORS

Floral Park, NY 11001

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CRD#: 7497624

Professional summary

Mathew Brandon Carrion is a registered financial advisor currently at LATITUDE ADVISORS, LLC located in Floral Park, New York.

Mathew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Mathew has worked at 1 firm and has passed the Series 65 exam.

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.

Carrion, Do Carma & Co - 05/2021 - present Accountant at Full Service Accounting Firm - 25-30 hours dedicated during trading hours - duties include training, management, taxes and review

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mathew Brandon Carrion'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

September 30, 2022 - Present

LATITUDE ADVISORS, LLC

Office #1: 245-04 Jericho Turnpike, Floral Park, NY 11001Office #2: 31-19 Newtown Ave Suite 300, Astoria, NY 11102

RIA

CRD#: 151001

Floral Park, 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.

Highlighted states indicate IAR registrations

IAR

New York
(9/30/2022)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/30/2022

Uniform Investment Adviser Law Examination

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

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.

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Mathew B. Carrion

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mathew Brandon Carrion's CRS (Customer Relationship Summary).

Certified licenses

Experience

LATITUDE ADVISORS, LLC

Primary Firm SEC Registration

LATITUDE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/30/2022

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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