What departments does Herold & Lantern Investments have?

Herold & Lantern Investments has employees across 3 departments including Legal, Finance, Consultant.

What is the largest department at Herold & Lantern Investments?

The largest department at Herold & Lantern Investments is Finance with 4 employees.

Where are Herold & Lantern Investments employees located globally?

Herold & Lantern Investments has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Herold & Lantern Investments's team size changed over time?

Herold & Lantern Investments's team has remained stable from approximately 34 to 34 employees based on available data.

Herold & Lantern Investments Employee Directory

Financial ServicesNew York, United States11-50 Employees

Herold & Lantern Investments is a financial services firm registered as a broker-dealer and a member of FINRA, with a national footprint. It educates and guides clients toward their financial goals through a disciplined approach that blends risk management, capital growth, and wealth preservation. The company applies technology to implement a broad suite of investment strategies and offers highly personalized service for individuals, families, and institutions. Headquartered in Melville, New York, the firm operates within the financial services industry to serve a diverse client base nationwide. In 2023, it announced governance changes under FINRA, naming Scott A. Curtis as Large-Firm Governor and re-electing Wendy Lanton as Small-Firm Governor, reflecting active leadership involvement.

Herold & Lantern Investments Global Highlights

North America
70

United States Of America
70

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Herold & Lantern Investments's Leadership

S. M.
Chief Compliance Officer
Mobile Phone
Email
W. S.
Chief Compliance Officer
Mobile Phone
Email
B. G.
Vice President Financial Advisor
Mobile Phone
Email
H. P.
Vice President - Investments, Financial Advisor Herold & Lantern Investments, Inc
Mobile Phone
Email
K. L.
President
Mobile Phone
Email
B. D.
Senior Vice President
Mobile Phone
Email
B. D.
Senior Vice President
Mobile Phone
Email
J. R.
Senior Vice President - Investments
Mobile Phone
Email

Herold & Lantern Investments Employee Metrics

100%

50%

0%

2026

2025

Banking
Legal
Business
Finance
Community & Social Services
Other
Entrepreneurship

Contact profiles from Herold & Lantern Investments

Name

Title

Contact

Location

Last Update

M. A.
Senior Vice President
Mobile Phone
Email
Oct 17, 2024
M. G.
Senior Vice President
Mobile Phone
Email
Oct 16, 2024
S. F.
Senior Vice President - Private Wealth
Mobile Phone
Email
Jun 12, 2026
Y. E.
Director
Mobile Phone
Email
United KingdomEngland
Nov 13, 2025
D. L.
Senior Financial Consultant
Mobile Phone
Email
Oct 21, 2024
B. L.
Treasurer
Mobile Phone
Email
Oct 21, 2024
D. L.
Executive
Mobile Phone
Email
Jun 12, 2026
J. P.
Financial Professional
Mobile Phone
Email
Oct 18, 2024
N. N.
Financial Consultant
Mobile Phone
Email
Oct 23, 2024
R. C.
Executive
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Herold & Lantern Investments known for?

Herold & Lantern Investments was founded in 1993 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-631-454-****

. Explore Herold & Lantern Investments's company overview page for more information.

What is Herold & Lantern Investments's most common email format?

Herold & Lantern Investments employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Herold & Lantern Investments email formats with LeadIQ.

How many employees does Herold & Lantern Investments have currently?

Herold & Lantern Investments has approximately 38 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Herold & Lantern Investments's key employees and leadership?

As of July 2026, Herold & Lantern Investments's key employees include:

Chief Compliance Officer: S. M.
Chief Compliance Officer: W. S.
Vice President Financial Advisor: B. G.
Vice President - Investments, Financial Advisor Herold & Lantern Investments, Inc: H. P.
President: K. L.

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Herold & Lantern Investments Employee Directory

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