Herold Advisors, Inc.

Herold Advisors, Inc. (CRD# 105090) is a financial advisory firm headquartered in New York, NY. They manage $413,078,931 in 452 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
845 Third Avene Suite 1703, New York, NY 10022
http://www.heroldlantern.com
By the Numbers
  • Total Assets Under Management
    413
    MILLION
  • Total Number of Accounts
    452
    ACCOUNTS
  • Average Account Value
    $913,891
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NJ, NY, PA, SC, VA

Financial Advisors at Herold Advisors, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Steven Heinowitz, financial advisor New York NY
Steven M. Heinowitz
CRD#: 5781894
845 Third Avene Suite 1703, New York, NY 10022

Steven Heinowitz (CRD# 5781894) is an Investment Advisor Representative working at Herold Advisors, Inc. in New York, NY and has over 13 years of experience in the finance industry.

2
Tyler Turtoro, financial advisor Staten Island NY
Tyler J. Turtoro
CRD#: 5872949
1190 Hylan Blvd, Staten Island, NY 10305

Tyler Turtoro (CRD# 5872949) is an Investment Advisor Representative working at Herold Advisors, Inc. in Staten Island, NY and has over 5 years of experience in the finance industry.

3
Vidur Bhalla, financial advisor New York NY
Vidur R. Bhalla
CRD#: 1578292
845 Third Avene Suite 1703, New York, NY 10022

Vidur Bhalla (CRD# 1578292) is an Investment Advisor Representative working at Herold Advisors, Inc. in New York, NY and has over 37 years of experience in the finance industry.

4
Mario Giammarco, financial advisor New York NY
Mario J. Giammarco
CRD#: 818779
845 Third Avene Suite 1703, New York, NY 10022

Mario Giammarco (CRD# 818779) is an Investment Advisor Representative working at Herold Advisors, Inc. in New York, NY and has over 2 years of experience in the finance industry.

5
Mario Giammarco Jr, financial advisor New York NY
Mario J. Giammarco Jr
CRD#: 5244296
845 Third Avene Suite 1703, New York, NY 10022

Mario Giammarco Jr (CRD# 5244296) is an Investment Advisor Representative working at Herold Advisors, Inc. in New York, NY and has over 8 years of experience in the finance industry.

6
Lawrence Herold, financial advisor New York NY
Lawrence S. Herold
CRD#: 870531
845 Third Avene Suite 1703, New York, NY 10022

Lawrence Herold (CRD# 870531) is an Investment Advisor Representative working at Herold Advisors, Inc. in New York, NY and has over 42 years of experience in the finance industry.

7
Francis Horneff, financial advisor New York NY
Francis G. Horneff
CRD#: 2766499
845 Third Avene Suite 1703, New York, NY 10022

Francis Horneff (CRD# 2766499) is an Investment Advisor Representative working at Herold Advisors, Inc. in New York, NY and has over 27 years of experience in the finance industry.

8
Kevin Leahy, financial advisor New York NY
Kevin J. Leahy
CRD#: 1876741
845 Third Avene Suite 1703, New York, NY 10022

Kevin Leahy (CRD# 1876741) is an Investment Advisor Representative working at Herold Advisors, Inc. in New York, NY and has over 35 years of experience in the finance industry.

9
Henry Pacht, financial advisor New York NY
Henry S. Pacht
CRD#: 1233475
845 Third Avene Suite 1703, New York, NY 10022

Henry Pacht (CRD# 1233475) is an Investment Advisor Representative working at Herold Advisors, Inc. in New York, NY and has over 40 years of experience in the finance industry.

10
Sean Yang, financial advisor New York NY
Sean Yang
CRD#: 5634841
845 Third Avene Suite 1703, New York, NY 10022

Sean Yang (CRD# 5634841) is an Investment Advisor Representative working at Herold Advisors, Inc. in New York, NY and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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