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Lawrence Stephen Herold

LANTERN WEALTH ADVISORS, LLC·MELVILLE, New York
Unclaimed Profile
35 PINELAWN ROAD, MELVILLE, NY 11747CRD# 870531Firm CRD# 147420
01

About

Lawrence Stephen Herold is a registered financial advisor based in MELVILLE, New York, affiliated with LANTERN WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LANTERN WEALTH ADVISORS, LLC
LANTERN WEALTH ADVISORS, LLC
AUM
$228M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at LANTERN WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 870531
Firm CRD# 147420
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lawrence Stephen Herold offer?
Lawrence Stephen Herold specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MELVILLE, New York for a consultation.
What are Lawrence Stephen Herold's credentials?
Lawrence Stephen Herold is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lawrence Stephen Herold located?
Lawrence Stephen Herold is based in MELVILLE, New York, working with LANTERN WEALTH ADVISORS, LLC. Their office serves clients in the MELVILLE metropolitan area and surrounding communities.
How does Lawrence Stephen Herold charge for services?
Lawrence Stephen Herold's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LANTERN WEALTH ADVISORS, LLC?
LANTERN WEALTH ADVISORS, LLC has approximately 14 employees and manages $228M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MELVILLE
Steven John Musmanno — APS WEALTH MANAGEMENT, LLCStephen Abramson — APS WEALTH MANAGEMENT, LLCStephen Vincent Raneri — GM ADVISORY GROUP, INC.Mark M Eisenberg — LANTERN WEALTH ADVISORS, LLCMichael Anthony Lamena — GM ADVISORY GROUP, LLC
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