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 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
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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