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Rick DiBiasio

Latitudes Financial Strategies

120 West 6th Ave
Suite E

Windermere, FL 34786

407-909-1033

About Latitudes Financial Strategies

At Latitudes Financial Strategies we have developed a collaborative investment process that helps us to create a portfolio for each of our clients that is as unique as they are. We dont believe in using computer generated, one size fits all packages of investments. As investment fiduciaries, we design our advisory accounts to utilize our vast experience and expertise to create a portfolio that is representative of your long-term goals, your values, and your unique situation. How do we do it?

Think of us as Concierge Level Wealth Managers. It's almost impossible to do business in Central Florida and not understand how powerful a Great Guest Experience is. Here at Latitudes we provide individualized and customized strategies to help our clients pursue their goals by being approachable, responsive, creative, and diligent at what we do. Think of us as your financial services boutique providing concierge level service, you deserve it! If you are tired of one size fits all financial solutions, come talk to us, set up an appointment right here on the website.

General Information

Firm Start Year

CRD#

1287108

Firm CRD#

6413

Name of Broker/Dealer

LPL FINANCIAL LLC

States Licensed in

FL, NY, TX, GA, PA,

Years of Experience in Financial Services

36

Number of Years with Current Firm

15

Work Experience

Having worked at traditional Wall Street brokerage firms, a regional investment firm, and for a bank, Rick has learned that the financial services industry can be a humongous marketing machine or a valuable ally to investors. He created Latitudes Financial Strategies to be a fierce advocate for the individual investor, specializing in retirement planning. "At Latitudes Financial Strategies we have developed a collaborative investment process that helps us to create a portfolio for each of our clients that is as unique as they are. We dont believe in using computer generated, one size fits all packages of investments. As investment fiduciaries, we design our advisory accounts to utilize our vast experience and expertise to create a portfolio that is representative of your long-term goals, your values, and your unique situation. How do we do it?

Think of us as Concierge Level Wealth Managers. It's almost impossible to do business in Central Florida and not understand how powerful a Great Guest Experience is. Here at Latitudes we provide individualized and customized strategies to help our clients pursue their goals by being approachable, responsive, creative, and diligent at what we do. Think of us as your financial services boutique providing concierge level service, you deserve it! If you are tired of one size fits all financial solutions, come talk to us!"

Advisory Services Provided

Financial Planning for Individuals, Education Funding and Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning

Services

Investment Types

Annuities, Mutual Funds, Options & Futures, Bonds, Stocks, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via Phone, Video Conference, Via Email, At my office

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®

Securities Licenses

Series 65, Series 63, Series 24, Series 7, Series 6

Insurance and Annuity Licenses

Disability, Annuity, Life, Variable Annuity, Long Term Care, Variable Life

Firm Information

Advisor's Number of Clients

150

Advisor's Number of Managed Clients

150

Advisor's Number of Planning Clients

150

Assets Managed by Advisor

$50,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Flat Fee

Fee % Based on Assets

1.0%

Minimum Fee Charged for Managed Accounts

$2500

Education

Bachelor of Science - Business Management

Palm Beach Atlantic
09/02/1974 - 5/13/2013

Disclosures

Disclaimer

Securities and Advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.