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LANTERN WEALTH ADVISORS, LLC
LANTERN WEALTH ADVISORS, LLC
MELVILLE, New York
·
6 registered advisors
·
CRD# 147420
SEC# 801-79035
2
631-454-2000
01
Firm Overview
AUM
$228M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at LANTERN WEALTH ADVISORS, LLC
6 registered advisors
Daphne Jo Stasco
MELVILLE, New York
CRD# 4962845
Keith Michael Lanton
MELVILLE, New York
CRD# 1703378
Lawrence Stephen Herold
MELVILLE, New York
CRD# 870531
Mark M Eisenberg
MELVILLE, New York
CRD# 2154127
Martin Joseph Wisniewski
MELVILLE, New York
CRD# 1209169
Wendy Diane Sheftel
MELVILLE, New York
CRD# 2300282
05
Office Locations
MELVILLE, New York
6 advisors
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Data sourced from SEC Form ADV filings. LANTERN WEALTH ADVISORS, LLC (CRD# 147420) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.