Lantern Wealth Advisors, LLC

Lantern Wealth Advisors, LLC (CRD# 147420) is a financial advisory firm headquartered in Melville, NY. They manage $57,865,985 in 122 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Lantern Wealth Advisors, LLC
Showing 1 - 10 of 17 top financial advisors.
1
Salvatore Favarolo
CRD#: 3277500
35 Pinelawn Road, Suite 101e, Melville, NY 11747
93
Wealthminder
score

Salvatore Favarolo (CRD# 3277500) is an Investment Advisor Representative working at Lantern Wealth Advisors, LLC in Melville, NY and has over 17 years of experience in the finance industry.

2
William P. Finkelstein
CRD#: 1086449
265 Post Avenue, Suite 280, Westbury, NY 11590
93
Wealthminder
score

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.

3
Jan Gunther
CRD#: 717809
35 Pinelawn Road, Suite 101e, Melville, NY 11747
93
Wealthminder
score

Jan Gunther (CRD# 717809) is an Investment Advisor Representative working at Lantern Wealth Advisors, LLC in Melville, NY and has over 34 years of experience in the finance industry.

4
Laurence J. Hayes
CRD#: 1682262
208 S Lasalle St, Suite 1674, Chicago, IL 60604
93
Wealthminder
score

Laurence Hayes (CRD# 1682262) is an Investment Advisor Representative working at Lantern Wealth Advisors, LLC in Chicago, IL and has over 29 years of experience in the finance industry.

5
Keith M. Lanton
CRD#: 1703378
35 Pinelawn Road, Suite 101e, Melville, NY 11747
93
Wealthminder
score

Keith Lanton (CRD# 1703378) is an Investment Advisor Representative working at Lantern Wealth Advisors, LLC in Melville, NY and has over 23 years of experience in the finance industry.

6
Diego Lopez
CRD#: 2269312
150 Broadway, Suite 502, New York, NY 10038
93
Wealthminder
score

Diego Lopez (CRD# 2269312) is an Investment Advisor Representative working at Lantern Wealth Advisors, LLC in New York, NY and has over 23 years of experience in the finance industry.

7
William F. Morton
CRD#: 1132737
36 Newark Street, Suite 403, Hoboken, NJ 07030
93
Wealthminder
score

William Morton (CRD# 1132737) is an Investment Advisor Representative working at Lantern Wealth Advisors, LLC in Hoboken, NJ and has over 30 years of experience in the finance industry.

8
Alex Platonov
CRD#: 4800524
35 Pinelawn Road, Suite 101e, Melville, NY 11747
93
Wealthminder
score

Alex Platonov (CRD# 4800524) is an Investment Advisor Representative working at Lantern Wealth Advisors, LLC in Melville, NY and has over 11 years of experience in the finance industry.

9
William Selvaggi
CRD#: 1850524
720 North Post Oak Road, Suite 240, Houston, TX 77024
93
Wealthminder
score

William Selvaggi (CRD# 1850524) is an Investment Advisor Representative working at Lantern Wealth Advisors, LLC in Houston, TX and has over 28 years of experience in the finance industry.

10
Wendy D. Sheftel
CRD#: 2300282
35 Pinelawn Road, Suite 101e, Melville, NY 11747
93
Wealthminder
score

Wendy Sheftel (CRD# 2300282) is an Investment Advisor Representative working at Lantern Wealth Advisors, LLC in Melville, NY and has over 23 years of experience in the finance industry.

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