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RIA / WealthAdvisorCertified Financial Planner|Personal Financial Specialistdual registered (broker-dealer)44 years in industry

FREDERICK WILLIAM SCHMALKUCHE

Advisor at LATITUDE ADVISORS, LLC

WEST COXSACKIE, NY | YORKVILLE, IL | ALBANY, NY

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Search this name across graphsid dfx:ria:97a9267c-ff67-8b43-906d-054d3039d623

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 12, 2004 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LATITUDE ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 1982earliest registration or exam on IAPD
Years in industry: 44derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 1
Designations: Certified Financial Planner|Personal Financial Specialist
Exams: S66
First exam: Oct 23, 2001
First registration: Jan 12, 2004
Dual registered: yes, broker-dealer
IAPD individual key: 4430633

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PINNACLE WEALTH STRATEGIES, LLC	State registered	Aug 16, 2021	n/a	yes	ALBANY, NY	Current employment
LATITUDE ADVISORS, LLC	Independent wealth	Aug 9, 2021	n/a	yes	WEST COXSACKIE, NY\|YORKVILLE, IL	Current employment
SSN ADVISORY, INC.	Former SEC adviser	Jan 6, 2010	Aug 15, 2011	no	GARDNER, NY	Previous registration
MEDALLION ADVISORY SERVICES, LLC	n/a	Sep 24, 2004	Dec 31, 2009	no	WEST COXSACKIE, NY	Previous registration
CENTAURUS FINANCIAL, INC.	Bd affiliated wealth	Jan 12, 2004	Sep 29, 2004	no	WEST COXSACKIE, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SSN ADVISORY, INC.	LATITUDE ADVISORS, LLC	Aug 15, 2011	Aug 9, 2021	3,647	Firm change after gap	Other
MEDALLION ADVISORY SERVICES, LLC	SSN ADVISORY, INC.	Dec 31, 2009	Jan 6, 2010	6	Firm change	Other
CENTAURUS FINANCIAL, INC.	MEDALLION ADVISORY SERVICES, LLC	Sep 29, 2004	Sep 24, 2004	-5	Firm change	Other

Relationships

Registered with (5)

→ PINNACLE WEALTH STRATEGIES, LLCRegistered adviserregistration: current employment
Aug 16, 2021 to presentfactForm ADV
→ LATITUDE ADVISORS, LLCRegistered adviserregistration: current employment
Aug 9, 2021 to presentfactForm ADV
→ SSN ADVISORY, INC.Registered adviserregistration: previous registration
Jan 6, 2010 to Aug 15, 2011factForm ADV
→ MEDALLION ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Sep 24, 2004 to Dec 31, 2009factForm ADV
→ CENTAURUS FINANCIAL, INC.Registered adviserregistration: previous registration
Jan 12, 2004 to Sep 29, 2004factForm ADV

Dated events

No dated event names this entity yet.