Cash Sweep Disclosure Statement

Herold & Lantern Investments, Inc Disclosure Document 

Schedule of Ancillary Fees

 

This web site is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in the states where Lantern Wealth Advisers, LLC is registered or where an exemption or exclusion from such registration exists. No security or other product or service offered by Lantern Wealth Advisers, LLC. is offered or will be sold in any jurisdiction in which such offer or solicitation, purchase or sale would be unlawful under the securities laws or other laws of such jurisdiction. No such security or product is offered or will be sold in any jurisdiction by any entity or person not properly licensed to do so in such jurisdiction.

Securities offered through Herold & Lantern Investments, Inc. MEMBER FINRA * MSRB * SIPC

Wealth Advisory solutions provided by subsidiaries of Percheron Asset Management Group, Inc.: Herold Advisors Inc. and Lantern Wealth Advisors, LLC., SEC Registered Investment Advisors

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