Schwab Disclosure

IMPORTANT NOTICE: You are now leaving the "Herold & Lantern Investments, Inc./Lantern Wealth Advisors LLC" Web site and will be entering the Charles Schwab & Co., Inc. ("Schwab") Web site.


Charles Schwab & Co., Inc. ("Schwab") is a registered broker-dealer, and is not affiliated with any advisor(s) whose name(s) appear(s) on this Web site. "Lantern Wealth Advisors LLC" is independently owned and operated. Schwab neither endorses nor recommends any particular advisor or investment strategy. "Lantern Wealth Advisors LLC" provides investment advisory services for your account. Schwab has agreements with "Lantern Wealth Advisors LLC" under which Schwab provides "Lantern Wealth Advisors LLC" with services related to your account. Schwab does not review the "Lantern Wealth Advisors LLC" Web site, and makes no representation regarding the content of the Web site. The information contained in the "Herold & Lantern Investments, Inc./Lantern Wealth Advisors LLC" Web site should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities
 

Click here to Continue

Click here to go back

Company Info

35 Pinelawn Rd., Suite 101E
Melville, NY 11747
631.454.2000

805 Third Avenue
18th Floor
New York, New York 10022
212.371.3950

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.

Bernard Herold & Co., Inc.
Rule 606(a)1 Reporting Public Disclosure

 

This website uses cookies for navigation, content delivery and other functions. By using our website you agree that we can place cookies on your device. I understand