Edward Donnellan has been an investment adviser representative at Latitude Advisors since August 2021, and is not listed among the firm’s executive officers or direct owners.
Latitude Advisors, LLC is a firm with $567M under management, 1,590 clients and 65 advisers across 26 offices, as of its April 2026 filing.
- Latitude Advisors, LLCCurrent– present · 5 yearsAstoria, NY · Adviser representative · Firm CRD 151001
Investment adviser representative registrations
Edward Donnellan is registered as an investment adviser representative in New York, since August 2021.
- New YorkSince 19 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 29 August 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 24 July 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Edward Patrick Donnellan
- CRD
- 4218695
- Firm
- Latitude Advisors · CRD 151001
- Office
- 28-41 Steinway Street, Astoria, NY 11103
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2001
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Edward Donnellan work?
Edward Donnellan is an investment adviser representative registered through Latitude Advisors, LLC since August 2021, and is not listed among the firm’s executive officers or direct owners.
Is Edward Donnellan a financial advisor?
Yes. Edward Donnellan has a current investment-adviser registration in New York, through Latitude Advisors since August 2021.
How many years of experience does Edward Donnellan have?
Edward Donnellan has 25 years in the financial industry, since May 2001, across 1 adviser firm.
What exams has Edward Donnellan passed?
Edward Donnellan has passed 2 licensing exams: the Series 6 and Series 63. The earliest, the Series 6, was passed in July 2000. FINRA credited Edward Donnellan with the SIE, which began in October 2018.
Where is Edward Donnellan based?
Edward Donnellan’s registered office is in Astoria, NY.
Is Edward Donnellan registered with FINRA?
Yes. Edward Donnellan has a current broker registration, under CRD 4218695.
Source: FINRA BrokerCheck
How can I verify Edward Donnellan’s record?
Search CRD 4218695 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Edward Donnellan’s full registration record.