Best Investors
Account
Sign in
Best Investors
Account
Sign in
35 Pinelawn Road Suite 101E, Melville, NY 11747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-16 |
| FL | RA | APPROVED | 2014-01-23 |
| NJ | RA | APPROVED | 2012-09-12 |
| CA | RA | APPROVED | 2010-10-13 |
Branch Locations
35 Pinelawn Road Suite 101E, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lantern Investments, Inc. | Huntington | NY | 08/1992 | Present |
| Lantern Wealth Advisors Llc | Melville | NY | 09/2008 | Present |
LANTERN WEALTH ADVISORS, LLC SINCE 09/2008. President. APPROXIMATELY 15 HOURS/MONTH WHICH MAY BE DURING SECURITIES TRADING HOURS.DUTIES INCLUDE advising on client assets, supervision and regulatory Filings. LANTERN INSURANCE BROKERAGE May be investment related. Located at 35 Pinelawn Rd Melville, NY 11747. Insurance agency offer life, health and variable annuities. President. As of 1994. Approximately 15 hours/month most of which are during securities trading hours. Duties include: insurance sales, overseeing agents and general operations. HEROLD ADVISORS, INC. since 11/2025, an SEC RIA. Investment related business located at 845 Third Avenue NY NY. Acting as Chief Operating Officer. Approximately less than 5 hours/month most of which are not during securities trading hours. Duties include: backing up the RIA CEO when he is unavailable in order to review customer accounts and perform accounting functionality.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-06 |
Reach out to this advisor