Roland Stadelmann has been an investment adviser representative at Latitude Advisors since January 2010, 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.
Roland Stadelmann’s longest registration is the current one, 16 years at Latitude Advisors since 2010. Before joining Latitude Advisors in 2010, Roland Stadelmann was registered through Medallion Advisory Services, LLC and MML Investors Services, Inc.
- GWN Securities Inc.– · 4 yearsLandrum, SC · Adviser representative · Firm CRD 128929
- Latitude Advisors, LLCCurrent– present · 16 yearsTryon, NC · Adviser representative · Firm CRD 151001
- Medallion Advisory Services, LLC– · 4 yearsLandrum, SC · Adviser representative · Firm CRD 113788
- MML Investors Services, Inc.– · under a yearLandrum, SC · Adviser representative · Firm CRD 10409
Investment adviser representative registrations
Roland Stadelmann is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2010; the most recent is Texas, in August 2014.
- South CarolinaSince 5 January 2010
- TexasResidentSince 20 August 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 19 January 2024 |
| Series 7TO | General Securities Representative Examination | 19 January 2024 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 19 January 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 28 October 2004 |
| Series 7 | General Securities Representative Examination | 13 October 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 April 1996 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 2 April 1996 |
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 1920411
- Firm
- Latitude Advisors · CRD 151001
- Office
- 98 Pacolet St, Tryon, NC 28782
- Registration
- Investment adviser registration
- In the industry since
- March 1998
- Disciplinary history
- Not yet shown here · SEC record
Where does Roland Stadelmann work?
Roland Stadelmann is an investment adviser representative registered through Latitude Advisors, LLC since January 2010, and is not listed among the firm’s executive officers or direct owners.
Is Roland Stadelmann a financial advisor?
Yes. Roland Stadelmann has a current investment-adviser registration in South Carolina and Texas, through Latitude Advisors since January 2010.
How many years of experience does Roland Stadelmann have?
Roland Stadelmann has 28 years in the financial industry, since March 1998, across 4 adviser firms.
What exams has Roland Stadelmann passed?
Roland Stadelmann has passed 7 licensing exams: the Series 63, Series 6, Series 7, Series 66, Series 24, Series 7TO and Series 6TO. The earliest, the Series 63, was passed in April 1996. FINRA credited Roland Stadelmann with the SIE, which began in October 2018.
Where did Roland Stadelmann work before Latitude Advisors?
Before Latitude Advisors, Roland Stadelmann was registered through Medallion Advisory Services, LLC, March 2005 to December 2009; MML Investors Services, Inc., November 2004 to March 2005.
Where is Roland Stadelmann based?
Roland Stadelmann’s registered office is in Tryon, NC.
Is Roland Stadelmann registered with FINRA?
No. Roland Stadelmann has no current broker registration.
How can I verify Roland Stadelmann’s record?
Search CRD 1920411 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Roland Stadelmann’s full registration record.