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 28 years of experience in the finance industry.

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Company Name Location Dates Years
Lantern Investments, Inc. Melville, NY Dec 2013 - Current 3
Lantern Wealth Advisors, LLC Melville, NY Oct 2013 - Current 3
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
    58
    MILLIONS
  • Total Number of Accounts
    122
    ACCOUNTS
  • Average Account Value
    $474,311
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

CA, CT, FL, IL, NJ, NY, PA, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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