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AL

Anna C. Levine

LATITUDE ADVISORS
Lynbrook, NY
Some features on this profile are disabled
CRD#: 7751880
AL
Anna Cecilia LevineLATITUDE ADVISORS

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.
None Business name: Harbor Financial, Inc., Business Address: 99 Crystal Ct. Hewlett, NY 11557, Position Held: Registered Rep, Expected annual income: 48000, Compensation Type: Other, Hours Per Month: 160, Hours Per Month Trading: 160, Involvement status: ACTIVE, Start: 2026-05-06, Activity description: Solicit Sales of financial products for GWN Securities, Inc. and Advisory Services through Latitude Advisors, LLC, Investment Related?: YES, Will this activity interfere with or compromise your responsibilities as a registered representative?: NO, Is there an expectation to solicit other ownership or raise capital? : NO, Is there a web presence? : YES, Is there check-writing, trading authority/custody or control?: NO, Please list all non-securities licenses and/or certifications/professional designations that may apply to this activity (i.e. insurance, CPA, ChFC, etc.): None

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
BD
CRD#: 128929
PALM BEACH GARDENS, FL
Past

September 25, 2023 - May 5, 2026

AON SECURITIES LLC

BD
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".
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
New York
(5/7/2026)
IAR
New York
(6/22/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/20/2026
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/10/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/30/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 9/25/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/30/2022
Securities Industry Essentials Examination
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)
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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
66

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 Accounts2,575
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.

Company Information

LATITUDE ADVISORS, LLC

CRD#: 151001Lynbrook, NY

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