William Finkelstein, financial advisor Westbury NY
93 score

William Finkelstein

CRD Number: 1086449
Current Firm: Lantern Wealth Advisors, LLC

William Finkelstein (CRD# 1086449) is an Investment Advisor Representative working at Lantern Wealth Advisors, LLC in Westbury, NY and has over 29 years of experience in the finance industry.

Similar Advisors
Danna Jacobs, financial advisor Westbury NY
Danna Jacobs
CRD# 5366446
Legacy Care Wealth, LLC
Similar Advisors
Nat Prentice, financial advisor Westbury NY
Nat Prentice
CRD# 832532
Altium Wealth Management LLC
Similar Advisors
Daniel Crimmins, financial advisor Westbury NY
Daniel P. Crimmins
CRD# 4632134
Crimmins Wealth Management, LLC
Company Name Location Dates Years
Lantern Investments, Inc. Melville, NY Dec 2013 - Current 4
Lantern Wealth Advisors, LLC Melville, NY Oct 2013 - Current 4
Honigstock Group Syosset, NY Dec 2009 - Oct 2013 3
Purshe Kaplan Sterling Albany, NY Dec 2009 - Mar 2010 < 1
Brean Murray, Carret & Company, LLC New York, NY Mar 2002 - Dec 2009 7
Bmi Capital LLC New York, NY Mar 2002 - Dec 2009 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1988
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for William P. Finkelstein
Phone Number: 631-454-2000
Firm Website: http://www.lanternwa.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.