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 incorporated and listed as an SEC-registered adviser since 1992. The snapshot classifies the firm as unclassified and indicates domestic ownership with at least one individual owner. FINTRX flags the firm as not acting as a capital allocator and not positioning itself as an active ESG investor. The profile also indicates the firm is not marked as a multi-state adviser, not newly formed, and not serving in a pension consultant or related-adviser capacity. The firm has not provided descriptive detail on its client segments, fee schedule, core business activities, or the specific advisory services it offers. That absence of self-reported activity limits the ability to characterize its target clients or service model from the available dataset.

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 AdvisorCRD 5872949

  • Salvatore Favarolo

    Salvatore Favarolo

    Senior Vice President, InvestmentsCRD 3277500

  • A Pleiman

    Investment ProfessionalCRD 364549

Unlock 61 more contacts

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