Frederick Schmalkuche has been an investment adviser representative at Latitude Advisors since August 2011, 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.
Frederick Schmalkuche’s longest registration is the current one, 15 years at Latitude Advisors since 2011. Before joining Latitude Advisors in 2011, Frederick Schmalkuche was registered through SSN Advisory, Inc. and Medallion Advisory Services, LLC.
- Pinnacle Wealth Strategies, LLCAlso current– present · 5 yearsAlbany, NY · Adviser representative · Firm CRD 156941
- Latitude Advisors, LLCCurrent– present · 15 yearsWest Coxsackie, NY · Adviser representative · Firm CRD 151001
- SSN Advisory, Inc.– · 1 yearGardner, NY · Adviser representative · Firm CRD 126090
- Medallion Advisory Services, LLC– · 5 yearsWest Coxsackie, NY · Adviser representative · Firm CRD 113788
- Centaurus Financial, Inc.– · under a yearWest Coxsackie, NY · Adviser representative · Firm CRD 30833
Investment adviser representative registrations
Frederick Schmalkuche is registered as an investment adviser representative in New York, since August 2021.
- New YorkSince 9 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 23 October 2001 |
| Series 7 | General Securities Representative Examination | 4 October 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Frederick William Schmalkuche
- CRD
- 4430633
- Firm
- Latitude Advisors · CRD 151001
- Office
- 12079 RT 9W, West Coxsackie, NY 12192
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2001
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Frederick Schmalkuche work?
Frederick Schmalkuche is an investment adviser representative registered through Latitude Advisors, LLC since August 2011, and is not listed among the firm’s executive officers or direct owners.
Is Frederick Schmalkuche a financial advisor?
Yes. Frederick Schmalkuche has a current investment-adviser registration in New York, through Latitude Advisors since August 2011.
How many years of experience does Frederick Schmalkuche have?
Frederick Schmalkuche has 25 years in the financial industry, since October 2001, across 5 adviser firms.
What exams has Frederick Schmalkuche passed?
Frederick Schmalkuche has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2001. FINRA credited Frederick Schmalkuche with the SIE, which began in October 2018.
Where did Frederick Schmalkuche work before Latitude Advisors?
Before Latitude Advisors, Frederick Schmalkuche was registered through SSN Advisory, Inc., January 2010 to August 2011; Medallion Advisory Services, LLC, September 2004 to December 2009; Centaurus Financial, Inc., January 2004 to September 2004.
Where is Frederick Schmalkuche based?
Frederick Schmalkuche’s registered office is in West Coxsackie, NY.
Is Frederick Schmalkuche registered with FINRA?
Yes. Frederick Schmalkuche has a current broker registration, under CRD 4430633.
Source: FINRA BrokerCheck
How can I verify Frederick Schmalkuche’s record?
Search CRD 4430633 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Frederick Schmalkuche’s full registration record.