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 organized as a corporation and has been registered with the SEC since 1992. FINTRX characterizes the owner type as a combination of a domestic entity and an individual and lists the firm's internal classification as unclassified. The record indicates the firm is not set up as a capital allocator, is not an active ESG investor, is not a multi-state adviser for regulatory purposes, and does not operate as a pension consultant or related adviser.

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
  • 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

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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