Anna C. Levine

LATITUDE ADVISORS

Lynbrook, NY

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CRD#: 7751880

Professional summary

Anna Cecilia Levine is a registered financial advisor currently at LATITUDE ADVISORS, LLC located in Lynbrook, New York and GWN SECURITIES INC. located in Palm Beach Gardens, Florida.

Anna is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Anna has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, Series 79TO and SIE exams.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anna Cecilia Levine'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

June 22, 2026 - Present

LATITUDE ADVISORS, LLC

RIA

CRD#: 151001

Lynbrook, NY

Current

May 7, 2026 - Present

GWN SECURITIES INC.

Office #1: 11440 North Jog Road, Palm Beach Gardens, FL 33418-3764

RIA

CRD#: 128929

PALM BEACH GARDENS, FL

Past

September 25, 2023 - May 5, 2026

AON SECURITIES LLC

CRD#: 4138

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

New York
(5/7/2026)

IAR

New York
(6/22/2026)

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: 6/20/2026

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/10/2023

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/30/2024

General Securities Representative Examination

General Industry/Product Exam

Series 79TO

Date: 9/25/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 9/30/2022

Securities Industry Essentials 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 (3/16/2026)

Regulatory assets under management

Total Number of Accounts	2,575
AUM (Assets Under Management)	$ 566,500,000

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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Firm Stability Insights

Anna C. Levine

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anna Cecilia Levine's CRS (Customer Relationship Summary).

Certified licenses

Experience

GWN SECURITIES INC.

AON SECURITIES LLC

Primary Firm SEC Registration

LATITUDE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/20/2026

Series 63

Date: 11/10/2023

Series 7TO

Date: 1/30/2024

Series 79TO

Date: 9/25/2023

SIE

Date: 9/30/2022

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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