Howard Goldson 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.
Howard Goldson’s longest registration is the current one, 15 years at Latitude Advisors since 2011. Before joining Latitude Advisors in 2011, Howard Goldson 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 yearsAlbany, NY · Adviser representative · Firm CRD 151001
- SSN Advisory, Inc.– · 1 yearWest Coxsackie, 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 Corksackie, NY · Adviser representative · Firm CRD 30833
- Axa Advisors, LLC– · under a yearWest Coxsackie, NY · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Howard Goldson is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from March 2021; the most recent is New York, in August 2021.
- New YorkSince 9 August 2021
- TexasResidentSince 16 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 10 December 2002 |
| Series 66 | Uniform Combined State Law Examination | 19 December 2000 |
| Series 7 | General Securities Representative Examination | 7 December 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Howard S Goldson
- CRD
- 4293197
- Firm
- Latitude Advisors · CRD 151001
- Office
- 292 Washington Ave Ext, Ste 106, Albany, NY 12203
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2000
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Howard Goldson work?
Howard Goldson 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 Howard Goldson a financial advisor?
Yes. Howard Goldson has a current investment-adviser registration in New York and Texas, through Latitude Advisors since August 2011.
How many years of experience does Howard Goldson have?
Howard Goldson has 25 years in the financial industry, since December 2000, across 6 adviser firms.
What exams has Howard Goldson passed?
Howard Goldson has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in December 2000. FINRA credited Howard Goldson with the SIE, which began in October 2018.
Where did Howard Goldson work before Latitude Advisors?
Before Latitude Advisors, Howard Goldson 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; Axa Advisors, LLC, July 2002 to November 2002.
Where is Howard Goldson based?
Howard Goldson’s registered office is in Albany, NY.
Is Howard Goldson registered with FINRA?
Yes. Howard Goldson has a current broker registration, under CRD 4293197.
Source: FINRA BrokerCheck
How can I verify Howard Goldson’s record?
Search CRD 4293197 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Howard Goldson’s full registration record.