Herold & Lantern Investments, Inc.
Firm details
- Headquarters
- Melville, New York
- CRD number
- 30996
- Registered since
- November 9, 1992
- Website
- www.heroldlantern.com
Firm profile
FINTRXOverview
Herold & Lantern Investments, Inc. is organized as a corporation and has been registered with the SEC since 1992. Public records list its owner type as a combination of a domestic entity and an individual. The firm is recorded as "Unclassified" in the available data and is not identified as a capital allocator. The profile on file indicates several negative flags about service scope: the firm is not listed as active on ESG investing, it does not report multi-state adviser status, it is not flagged as newly formed, and it is not identified as a pension consultant or a related adviser. Specifics about the firm’s client segments, fee schedules, core business activities, and advisory offerings were not provided in the source data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Kevin Leahy
Independent ContractorCRD 1876741

Lawrence Herold
Chief Operating OfficerCRD 870531
Contacts
3 of 64
Francis Horneff
Vice PresidentCRD 2766499

Michael Bottoni
Registered Investment Advisor RepresentativeCRD 8074681
Frank Fileccia
Financial ProfessionalCRD 1040169
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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