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Thomas Blumenfeld

Investment adviser representative at Latitude Advisors in Skokie, IL

Investment adviser and broker registrationsUpdated

Thomas Blumenfeld is an investment adviser representative at Latitude Advisors, LLC, an investment adviser managing $567M, and works from its Skokie, IL office. Thomas Blumenfeld has been registered through Latitude Advisors since 6 July 2022, has 4 years in the industry across 2 firms and has passed the SIE, Series 7TO and Series 66.

4
Years in industry
4
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Thomas Blumenfeld has been an investment adviser representative at Latitude Advisors since July 2022, 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.

Thomas Blumenfeld’s longest registration is the current one, 4 years at Latitude Advisors since 2022. Before joining Latitude Advisors in 2022, Thomas Blumenfeld was registered through GWN Securities Inc.

  1. – present · 4 years
    Skokie, IL · Adviser representative · Firm CRD 151001
  2. GWN Securities Inc.
    – · under a year
    Palm Beach Gardens, FL · Adviser representative · Firm CRD 128929

Credentials and registrations

Investment adviser representative registrations

Thomas Blumenfeld is registered as an investment adviser representative in Illinois, since July 2022.

  • IllinoisSince 6 July 2022

Examinations

Series 662 July 2022
Name
Uniform Combined State Law Examination
Series 7TO30 April 2022
Name
General Securities Representative Examination
SIE19 December 2020
Name
Securities Industry Essentials Examination

Key facts

Full name
Thomas Fred Blumenfeld
CRD
7494537
Firm
Latitude Advisors · CRD 151001
Office
5215 Old Orchard Road, Suite 900, Skokie, IL 60077
Registration
Investment adviser and broker registrations
In the industry since
May 2022
Disciplinary history
Not yet shown here · SEC record · BrokerCheck

Common questions

Where does Thomas Blumenfeld work?

Thomas Blumenfeld is an investment adviser representative registered through Latitude Advisors, LLC since July 2022, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Thomas Blumenfeld a financial advisor?

Yes. Thomas Blumenfeld has a current investment-adviser registration in Illinois, through Latitude Advisors since July 2022.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Thomas Blumenfeld have?

Thomas Blumenfeld has 4 years in the financial industry, since May 2022, across 2 adviser firms.

Source: IAPD individual record, checked 24 October 2026

What exams has Thomas Blumenfeld passed?

Thomas Blumenfeld has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in December 2020.

Source: IAPD individual record, checked 24 October 2026

Where is Thomas Blumenfeld based?

Thomas Blumenfeld’s registered office is in Skokie, IL.

Source: IAPD individual record, checked 24 October 2026

Is Thomas Blumenfeld registered with FINRA?

Yes. Thomas Blumenfeld has a current broker registration, under CRD 7494537.

Source: FINRA BrokerCheck

How can I verify Thomas Blumenfeld’s record?

Search CRD 7494537 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Thomas Blumenfeld’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Latitude Advisors

Sources

  1. IAPD individual record, CRD 7494537, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Latitude Advisors, LLC, filed 22 April 2026. Executive officers and direct owners; this person is not among them.