Lantern Wealth Advisors, LLC
Lantern Wealth Advisors, LLC (CRD# 147420) is a financial advisory firm headquartered in Melville, NY. They manage $227,962,725 in 177 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management228MILLION
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Total Number of Accounts177ACCOUNTS
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Average Account Value$1,287,925
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA, CT, FL, IL, NJ, NY, PA, TX
William Morton (CRD# 1132737) is an Investment Advisor Representative working at Lantern Wealth Advisors, LLC in Melville, NY and has over 37 years of experience in the finance industry.
Alex Platonov (CRD# 4800524) is an Investment Advisor Representative working at Lantern Wealth Advisors, LLC in Melville, NY and has over 19 years of experience in the finance industry.
Joseph Rosenberg (CRD# 1639443) is an Investment Advisor Representative working at Lantern Wealth Advisors, LLC in Melville, NY and has over 37 years of experience in the finance industry.
William Selvaggi (CRD# 1850524) is an Investment Advisor Representative working at Lantern Wealth Advisors, LLC in Houston, TX and has over 35 years of experience in the finance industry.
Wendy Sheftel (CRD# 2300282) is an Investment Advisor Representative working at Lantern Wealth Advisors, LLC in Melville, NY and has over 30 years of experience in the finance industry.
David Spiegel (CRD# 2305256) is an Investment Advisor Representative working at Lantern Wealth Advisors, LLC in Melville, NY and has over 30 years of experience in the finance industry.
Gary Vogt (CRD# 1038262) is an Investment Advisor Representative working at Lantern Wealth Advisors, LLC in Melville, NY and has over 41 years of experience in the finance industry.
Hunter Lanton (CRD# 7626488) is an Investment Advisor Representative working at Lantern Wealth Advisors, LLC in Melville, NY and has 1 year of experience in the finance industry.
Joseph Ruby (CRD# 4009139) is an Investment Advisor Representative working at Lantern Wealth Advisors, LLC in Melville, NY and has over 22 years of experience in the finance industry.