Advisor at Latitude Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Latitude Advisors, LLC
Location
Sarasota, FL 34233
Credentials
Series 63, Series 65
Industry experience
26 years
William Conte is a financial advisor with Latitude Advisors, LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Latitude Advisors and GWN Securities since 2009 and has been involved in professional training through the Sarasota Bay License Training Center since 1997. Outside of financial advising, he is an instructor and trainer in recreational sport diving, teaching emergency first responder CPR, first aid, and advanced scuba diving techniques. Latitude Advisors serves individual and business clients, including high-net-worth investors, providing financial planning, discretionary portfolio management, and pension consulting. The firm utilizes a combination of model-based and fundamental/quantitative strategies, managing most client relationships on a discretionary basis with oversight of third-party model recommendations.
Based on Latitude Advisors, LLC
Based on Latitude Advisors, LLC
Fixed fees up to $10,000 for broad based financial planning services, possibly higher with notification
$0 - $1,000,000: Up to 2.00% $1,000,001 - $5,000,000: Up to 1.50% $5,000,001+: Up to 1.00% $0 - $1,000,000: Up to 1.5% $1,000,001 - $5,000,000: Up to 1.25% $5,000,001+: Up to 1.00%
Certain associated persons earn commissions as registered representatives and insurance agents; commissions are separate from advisory fees
Up to $250/hour for specific financial planning services
Negotiable retainer fees for ongoing financial planning and consulting services
Fee-only: Fixed fees up to $10,000 for broad based financial planning services; hourly fees up to $250/hour for specific services; negotiable retainer fees for ongoing consulting
4841 Sawyer Pine Road
Sarasota, FL 34233
Florida
Latitude Advisors, Inc.
2009 - Present (17 years)
Gwn Securities Inc.
2009 - Present (17 years)
Sarasota Bay License Training Center
1997 - Present (29 years)
William C. Conte, Inc.
1986 - Present (40 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Sarasota, FL
Retirement Money Management
Series 66
Sarasota, FL
Melberth Capital
Series 63, Series 65
Sarasota, FL
Insight Family Financial
Series 65
Sarasota, FL
DB Asset Management,LLC.
Series 63, Series 65
Sarasota, FL
Charitable Foundation Services LLC
Series 65
Sarasota, FL
AK Investing
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")