Daniel Lattimer

Financial advisor at Blacktower Financial Management (US) LLC · Orlando, FL

Last updated 2026-10-10

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Daniel Lattimer is a financial advisor at Blacktower Financial Management (US) LLC in Orlando, FL, CRD 7555339. Licenses and exams on the registration: Series 65. IAPD registration began 2022-06-22.

Registration

CRD number
7555339
Registration status
Active
IAPD registration
2022-06-22
Industry Experience
4 years
Work Experience
19 years
States registered
TX

Licenses and exams

  • Series 65

Work history

  • 2007-04 to 2018-06 · Aviva · Sheffield
  • 2018-07 to Present · Sjb Global · Marbella
  • 2022-02 to Present · Blacktower Financial Management (US) LLC · Sheffield

Current employment

SEC IAPD record for Daniel Lattimer

Blacktower Financial Management (US) LLC

Regulatory AUM
$254,389,418
Registered advisors
30
Offices
31
Clients per advisor
16.0 (Low)
Average AUM per client
$531.1K (Low)
High-net-worth client ratio
6.7% (Low)

Blacktower Financial Management (US) LLC: advisors, services and reported ETF investments

About

Daniel Lattimer is a financial advisor at Blacktower Financial Management (US) LLC in Orlando, FL. Reported securities licenses include Series 65. The latest record indicates 4 years of industry experience and 19 years of reported work history.

Blacktower Financial Management (US) LLC's firm-level Form ADV reports 30 advisors across 31 offices; approximately 16.0 clients per advisor, average assets per client of $531,084, and regulatory AUM of $254.4M; client categories including Individuals (non-HNW) and High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, and Pension Consulting Services.

What this firm offers

Filed by Blacktower Financial Management (US) LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pension Consulting Services

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Sells Non-Advisory Products or Services
  • Other Investment Adviser (Incl. Financial
  • Insurance Company or Agency
  • Sponsor or GP of Pooled Investment Vehicl

Location

4700 Millenia Boulevard, Orlando, FL 32839

26 advisors at this office.

Blacktower Financial office in Orlando, FL

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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