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 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
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
Lawrence Herold
Chief Operating OfficerCRD 870531

Kevin Leahy
Independent ContractorCRD 1876741
Contacts
3 of 64
Tyler Turtoro
Financial AdvisorCRD 5872949

Salvatore Favarolo
Senior Vice President, InvestmentsCRD 3277500
A Pleiman
Investment ProfessionalCRD 364549
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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