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Herold and Lantern InvestmentsLantern wealth advisors, LLCHerold Advisors, Inc

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Financial Professionals

Alan Michael Eppers

Senior Vice President/Investments
631-454-2000
alan.eppers@heroldlantern.com

Alex Platonov

Senior Financial Advisor
631-454-2000
alex@heroldlantern.com

Aurelia Zeltser

718-720-1600
aureliaz@heroldlantern.com

Barbara Giammarco

Vice President Financial Advisor
718-720-1600
barbarag@heroldlantern.com

Bill Finkelstein

Senior Financial Advisor
631-454-2011
billfink@heroldlantern.com

Bill Morton

Manager
201-222-7600
bill@heroldlantern.com

Bill Selvaggi

Senior Account Executive
713-686-0222
bselvaggi@heroldlantern.com

Brad Harris

Director, Fixed Income Securities
212-826-3303
brad@heroldlantern.com

Bruce Reed

713-686-0222
bruce@heroldlantern.com

Burton J Drobnis

Senior Vice President, Branch Manager
415-399-0139
bdrobnis@heroldlantern.com

Charles Jordan

212-371-3950
cjordan@heroldlantern.com

Craig Schmitterer

718-720-1600
craigs@heroldlantern.com

Daphne Jo Stasco CPA

Chief Operations Officer/ Chief Compliance Officer, Lantern Wealth Advisors LLC.
daphne@heroldlantern.com

David S. Locker

Senior Financial Consultant
212-371-3950
dlocker@heroldlantern.com

Frank Fileccia

Financial Professional
631-454-2000
frankf@heroldlantern.com

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"We believe that our personalized service and the relationship that we build with you will help you reach your financial goals"

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Contact Info

35 Pinelawn Rd,
Suite 101E
Melville NY 11747
(631) 454-2000

 

845 Third Avenue,
Suite 1703
New York, New York 10022
(212) 371-3950

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Our Disclosure

Wealth Advisory solutions provided by subsidiaries of Percheron Asset Management Group, Inc.: Herold Advisors Inc. and Lantern Wealth Advisors, LLC., SEC registered investment advisors. Securities offered through Herold & Lantern Investments Inc., a registered broker dealer, Member FINRA, MSRB, SIPC.

Herold & Lantern Investments, Inc. Rule 606


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