LANTERN WEALTH ADVISORS, LLC of MELVILLE, NY is an SEC-registered investment adviser (CRD 147420). Regulatory assets under management: $319.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Lawrence Stephen Herold | OWNER | — |
| Keith Michael Lanton | OWNER; PRESIDENT | — |
| Wendy Diane Sheftel | ASSOCIATE COMPLIANCE OFFICER; OWNER | — |
| Daphne Jo Stasco | CHIEF COMPLIANCE OFFICER | — |
| Mark M Eisenberg | MEMBER | — |
| STASCO DAPHNE JO | CHIEF COMPLIANCE OFFICER | — |
| HEROLD LAWRENCE STEPHEN | OWNER; PRESIDENT | — |
| HEROLD PAULA MARGARET | DIRECTOR; OWNER | — |
| EISENBERG MARK M | MANAGING MEMBER; MEMBER | — |
| LANTON KEITH MICHAEL | MANAGING MEMBER; OWNER; PRESIDENT | — |
| SHEFTEL WENDY DIANE | ASSOCIATE COMPLIANCE OFFICER; MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER (+1 more) | — |
| LANTON BARBARA PATRICIA | MEMBER | — |
| WISNIEWSKI MARTIN JOSEPH | MEMBER | — |