Sean Davis 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.
Sean Davis’ longest registration is the current one, 16 years at Latitude Advisors since 2010. Before joining Latitude Advisors in 2010, Sean Davis was registered through Medallion Advisory Services, LLC.
- Latitude Advisors, LLCCurrent– present · 16 yearsPalm Harbor, FL · Adviser representative · Firm CRD 151001
- Medallion Advisory Services, LLC– · 3 yearsPalm Harbor, FL · Adviser representative · Firm CRD 113788
Investment adviser representative registrations
Sean Davis is registered as an investment adviser representative in Florida, since January 2010.
- FloridaSince 19 January 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 9 February 2006 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 20 January 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Sean Michael Davis
- CRD
- 4902887
- Firm
- Latitude Advisors · CRD 151001
- Office
- 2680 WEST LAKE ROAD, Palm Harbor, FL 34684
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2005
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Sean Davis work?
Sean Davis 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 Sean Davis a financial advisor?
Yes. Sean Davis has a current investment-adviser registration in Florida, through Latitude Advisors since January 2010.
How many years of experience does Sean Davis have?
Sean Davis has 21 years in the financial industry, since January 2005, across 2 adviser firms.
What exams has Sean Davis passed?
Sean Davis has passed 2 licensing exams: the Series 6 and Series 65. The earliest, the Series 6, was passed in January 2005. FINRA credited Sean Davis with the SIE, which began in October 2018.
Where did Sean Davis work before Latitude Advisors?
Before Latitude Advisors, Sean Davis was registered through Medallion Advisory Services, LLC, March 2006 to November 2009.
Where is Sean Davis based?
Sean Davis’ registered office is in Palm Harbor, FL.
Is Sean Davis registered with FINRA?
Yes. Sean Davis has a current broker registration, under CRD 4902887.
Source: FINRA BrokerCheck
How can I verify Sean Davis’ record?
Search CRD 4902887 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Sean Davis’ full registration record.