Herold Advisors, Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 105090
- SEC number
- 801-11216
- Firm type
- RIA
- Assets under management
- $540.2M as of Apr 7, 2026
- Website
- www.heroldlantern.com ↗
- Phone
- 212-371-3950
- Address
- 125 Park Avenue Suite 2552, New York, NY, 10017
Advisors at this firm
10 in our index · page 1 of 1
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Vidur Raj BhallaCRD 1578292 · New York, NYIA RegisteredBroker
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Liana BaroneCRD 6571972 · Staten Island, NYIA RegisteredBroker
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Michael John BottoniCRD 8074681 · Melville, NYIA RegisteredBroker
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Mario John Giammarco JrCRD 5244296 · New York, NYIA RegisteredBrokerDisclosure event(s) on record
-
Patrick John GormanCRD 1405173 · W Islip, NYIA RegisteredBroker
-
Lawrence Stephen HeroldCRD 870531 · New York, NYIA RegisteredBrokerDisclosure event(s) on record
-
Kevin John LeahyCRD 1876741 · New York, NYIA RegisteredBroker
-
Hunter Wagner LantonCRD 7626488 · Melville, NYIA RegisteredBroker
-
Tyler Joseph TurtoroCRD 5872949 · Staten Island, NYIA RegisteredBroker
-
Sean YangCRD 5634841 · New York, NYIA RegisteredBroker
1–10 of 10
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 105090 ↗
FINRA BrokerCheck record for firm CRD 105090 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.