William Graham has been an investment adviser representative at Latitude Advisors since August 2021, 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.
- Latitude Advisors, LLCCurrent– present · 5 yearsGarden City, NY · Adviser representative · Firm CRD 151001
Investment adviser representative registrations
William Graham is registered as an investment adviser representative in New York, since August 2021.
- New YorkSince 19 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 8 May 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 May 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- William James Graham
- CRD
- 2788805
- Firm
- Latitude Advisors · CRD 151001
- Office
- 585 Stewart Ave, Suite 640, Garden City, NY 11530
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2002
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does William Graham work?
William Graham is an investment adviser representative registered through Latitude Advisors, LLC since August 2021, and is not listed among the firm’s executive officers or direct owners.
Is William Graham a financial advisor?
Yes. William Graham has a current investment-adviser registration in New York, through Latitude Advisors since August 2021.
How many years of experience does William Graham have?
William Graham has 23 years in the financial industry, since October 2002, across 1 adviser firm.
What exams has William Graham passed?
William Graham has passed 2 licensing exams: the Series 63 and Series 6. The earliest, the Series 63, was passed in May 2002. FINRA credited William Graham with the SIE, which began in October 2018.
Where is William Graham based?
William Graham’s registered office is in Garden City, NY.
Is William Graham registered with FINRA?
Yes. William Graham has a current broker registration, under CRD 2788805.
Source: FINRA BrokerCheck
How can I verify William Graham’s record?
Search CRD 2788805 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish William Graham’s full registration record.