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Herold and Lantern InvestmentsLantern wealth advisors, LLCHerold Advisors, Inc

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Financial Professionals

Wendy Lanton

Chief Compliance Officer, Herold & Lantern Investments, Inc., and Percheron Asset Management Group
631-454-2000
wendy@heroldlantern.com

Bill Morton

Manager
201-222-7600
bill@heroldlantern.com

Ted Madsen

718-720-1600
tmadsen@heroldlantern.com

Norman R. Nachbar

Vice President - Investments
631-454-2000
norman@heroldlantern.com

Richard Nalbandian

Investment Representative
858-566-8509
rnalbandian@heroldlantern.com

Alex Platonov

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

Henry Pacht MBA

Vice President - Investments, Financial Advisor
212-371-3950
henryp@heroldlantern.com

Joseph Pleiman

Financial Professional
301-933-8300
jpleiman@heroldlantern.com

Hayat Raja

718-720-1600
hraja@heroldlantern.com

Joe Ruby

Joe Ruby
415-399-0139
joeruby@heroldlantern.com

John A Regan

Senior Vice President - Investments
415-399-0139
jregan@heroldlantern.com

Bruce Reed

713-686-0222
bruce@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

John Sioris

212-371-3950
johns@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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