Herold & Lantern Investments, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
66
Avg account
$0

Firm details

Headquarters
Melville, New York
CRD number
30996
Registered since
November 9, 1992

Firm profile

FINTRX

Overview

Herold & Lantern Investments, Inc. is organized as a corporation with ownership characterized as a domestic entity and individual owners. The firm is categorized in the dataset as unclassified. Key firm-level flags in the record indicate it is not identified as a capital allocator, is not marked as an active ESG investor, is not listed as a multi-state adviser, and is not noted as a pension consultant or related adviser. The dataset does not provide details about the firm’s advisory activities, fee structure, client segments, or other business lines.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Lawrence Herold

    Lawrence Herold

    Chief Operating OfficerCRD 870531

  • Kevin Leahy

    Kevin Leahy

    Independent ContractorCRD 1876741

Contacts

3 of 64
  • Tyler Turtoro

    Tyler Turtoro

    Financial ProfessionalCRD 5872949

  • Salvatore Favarolo

    Salvatore Favarolo

    Senior Vice President, InvestmentsCRD 3277500

  • A Pleiman

    Investment ProfessionalCRD 364549

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Melville, NY

Suffolk

Location

Melville, NY

Headquartered in Melville, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Suffolk
Address
35 Pinelawn Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth