Lantern Wealth Advisors LLC
Legal Name: LANTERN WEALTH ADVISORS, LLC
Full Contact Details
Lantern Wealth Advisors LLC
35 PINELAWN ROAD, SUITE 101E, MELVILLE, NY
631-454-2000
631-454-2011
Other Info
Lantern Wealth Advisors LLC is a Delaware-based Limited Liability Company that employs 10 individuals, of whom 9 are advisors. Their client base is unknown, however, the firm's SEC status is currently approved and has been since January 2014.
Direct Owners
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BARBARA PATRICIA LANTON
MEMBER owns more than 10% but less than 25%
-
BERNARD HEROLD & CO., INC.
MANAGING MEMBER owns more than 25% but less than 50%
-
DAPHNE JO STASCO
CHIEF COMPLIANCE OFFICER owns less than 5%
-
KEITH MICHAEL LANTON
MANAGING MEMBER owns more than 10% but less than 25%
-
MARKPET, LLC
MEMBER owns more than 10% but less than 25%
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WENDY DIANE SHEFTEL
MANAGING MEMBER owns more than 10% but less than 25%
Indirect Owners
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LAWRENCE STEPHEN HEROLD
PRESIDENT owns more than 25% but less than 50%
-
MARK M EISENBERG
MEMBER owns 75% or more
-
PAULA MARGARET HEROLD
DIRECTOR owns more than 25% but less than 50%