Mathew Carrion
Latitude Advisors · Astoria, New York
Mathew Carrion is a fee-only financial advisor at Latitude Advisors in Astoria, New York. 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 | Astoria, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $566.5M across 2,575 accounts |
| SEC registration | Investment adviser representative in NY · CRD 7497624 |
| Exams passed | Series 65 (2022) |
| Firm size | 66 employees |
| Disclosures | None reported |
| Website | www.latitudefinancial.net |
How Mathew'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 Mathew
Is Mathew Carrion a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mathew 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 Mathew charge for financial advice?
Mathew's firm, Latitude Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mathew Carrion based?
Mathew Carrion is based in Astoria, New York.
Is Mathew Carrion registered with the SEC?
Yes. Mathew Carrion is registered as an investment adviser representative in NY (CRD 7497624), 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 Mathew Carrion?
Through Mathew'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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