Craig Preisendefer
Latitude Advisors · Pittsburgh, Pennsylvania
Craig Preisendefer is a fee-only financial advisor at Latitude Advisors in Pittsburgh, Pennsylvania, who holds the CFP credential. Latitude Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Latitude Advisors |
|---|---|
| Based in | Pittsburgh, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $566.5M across 2,575 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 2478561 |
| Exams passed | Series 63 (1994) |
| Firm size | 66 employees |
| Disclosures | None reported |
| Website | www.latitudefinancial.net |
How Craig's firm compares
- Latitude Advisors's average account is about $220,000, from its Form ADV (assets managed divided by 2,575 accounts).
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Questions about Craig
Is Craig Preisendefer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Craig holds no broker registration, and Latitude Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Craig charge for financial advice?
Craig's firm, Latitude Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Craig Preisendefer based?
Craig Preisendefer is based in Pittsburgh, Pennsylvania.
What credentials does Craig Preisendefer hold?
Craig Preisendefer holds the CFP credential.
Is Craig Preisendefer registered with the SEC?
Yes. Craig Preisendefer is registered as an investment adviser representative in PA (CRD 2478561), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Latitude Advisors manage?
Latitude Advisors reports $566.5M across 2,575 accounts in assets under management.
How do I contact Craig Preisendefer?
Through Craig's website, www.latitudefinancial.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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