William Conte has been an investment adviser representative at Latitude Advisors since November 2009, 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.
William Conte’s longest registration is the current one, 16 years at Latitude Advisors since 2009. Before joining Latitude Advisors in 2009, William Conte was registered through Medallion Advisory Services, LLC.
- Latitude Advisors, LLCCurrent– present · 16 yearsSarasota, FL · Adviser representative · Firm CRD 151001
- Medallion Advisory Services, LLC– · 7 yearsSarasota, FL · Adviser representative · Firm CRD 113788
Investment adviser representative registrations
William Conte is registered as an investment adviser representative in Florida, since November 2009.
- FloridaSince 19 November 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 20 July 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 December 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 6 December 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- William Carl Conte
- CRD
- 4044294
- Firm
- Latitude Advisors · CRD 151001
- Office
- 4841 SAWYER PINE ROAD, Sarasota, FL 34233
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 1999
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does William Conte work?
William Conte is an investment adviser representative registered through Latitude Advisors, LLC since November 2009, and is not listed among the firm’s executive officers or direct owners.
Is William Conte a financial advisor?
Yes. William Conte has a current investment-adviser registration in Florida, through Latitude Advisors since November 2009.
How many years of experience does William Conte have?
William Conte has 26 years in the financial industry, since December 1999, across 2 adviser firms.
What exams has William Conte passed?
William Conte has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in December 1999. FINRA credited William Conte with the SIE, which began in October 2018.
Where did William Conte work before Latitude Advisors?
Before Latitude Advisors, William Conte was registered through Medallion Advisory Services, LLC, January 2002 to November 2009.
Where is William Conte based?
William Conte’s registered office is in Sarasota, FL.
Is William Conte registered with FINRA?
Yes. William Conte has a current broker registration, under CRD 4044294.
Source: FINRA BrokerCheck
How can I verify William Conte’s record?
Search CRD 4044294 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish William Conte’s full registration record.