William Scanlon
Latitude Advisors · Endwell, New York
William Scanlon is a fee-only financial advisor at Latitude Advisors in Endwell, New York. Latitude Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to William →
Facts
| Firm | Latitude Advisors |
|---|---|
| Based in | Endwell, 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 2961582 |
| Exams passed | Series 63 (1997) · Series 65 (1999) |
| Firm size | 66 employees |
| Disclosures | None reported |
| Website | www.latitudefinancial.net |
How William's firm compares
- Latitude Advisors's average account is about $220,000, from its Form ADV (assets managed divided by 2,575 accounts).
Request an introduction to William
Tell William a little about what you're looking for. William isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about William
Is William Scanlon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?
William's firm, Latitude Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Scanlon based?
William Scanlon is based in Endwell, New York.
Is William Scanlon registered with the SEC?
Yes. William Scanlon is registered as an investment adviser representative in NY (CRD 2961582), 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 William Scanlon?
Through William'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.
See something wrong? Request a correction. Read our methodology.