Herold & Lantern Investments, Inc.

Broker-DealerFINRA MemberEst. 1992
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 listed as a corporate advisory firm that has been SEC-registered since 1992. FINTRX characterizes the owner type as a mix of a domestic entity and individual ownership and places the firm in an “unclassified” category rather than a standard adviser subtype. The public record for this firm contains limited operational detail. The database flags the firm as not acting as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. FINTRX also indicates the firm has not provided information about its activities and affiliations, so there is minimal disclosure about client segments, fee models, or specific advisory services.

Assets & Accounts

Investments & Alternatives

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 AdvisorCRD 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