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Lantern Wealth Advisors, LLC CRD 147420
$320M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
35 Pinelawn Road Suite 101E, Melville, NY 11747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-03-05 |
Branch Locations
35 Pinelawn Road Suite 101E, Melville, NY 11747 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lantern Investments, Inc. | Melville | NY | 10/1993 | Present |
AS OF 03/05/2015 LANTERN WEALTH ADVISORS, LLC AS A REGISTERED INVESTMENT ADVISOR REPRESENTATIVE. APPROXIMATELY 2 HOURS PER MONTH ALL OF WHICH ARE DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-03-12 |
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