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FF

Frank Fileccia

HEROLD & LANTERN INVESTMENTS
Melville, NY 11747
Some features on this profile are disabled
CRD#: 1040169
FF

Professional summary


Frank Fileccia is a registered financial professional currently at HEROLD & LANTERN INVESTMENTS, INC. located in Melville, New York.

Frank is registered as a RR (Registered Representative) and started their career in finance in 1982. Frank has worked at 6 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Frank Fileccia's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 12, 2008 - Present

HEROLD & LANTERN INVESTMENTS, INC.

Office #1: 35 Pinelawn Road Suite 101e, Melville, NY 11747
BD
CRD#: 30996
Melville, NY
Past

June 27, 2001 - January 28, 2008

HAPOALIM SECURITIES USA, INC.

BD
CRD#: 266
NEW YORK, NY
Past

March 3, 1991 - June 27, 2001

HERZOG, HEINE, GEDULD, LLC

BD
CRD#: 2186
NEW YORK, NY
Past

March 1, 1991 - March 25, 1991

HERZOG, HEINE, GEDULD, LLC

BD
CRD#: 2186
Past

May 9, 1988 - March 4, 1991

GRUNTAL & CO., L.L.C.

BD
CRD#: 372
NEW YORK, NY
Past

September 26, 1985 - May 13, 1988

MULLER AND COMPANY, INC.

BD
CRD#: 2841
Past

June 22, 1982 - October 8, 1985

W.A. CAPITAL MARKETS

BD
CRD#: 6292

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(4/21/2015)
RR
Connecticut
(1/2/2014)
RR
Florida
(4/21/2015)
RR
Illinois
(3/2/2016)
RR
Indiana
(1/4/2023)
RR
Maryland
(3/31/2015)
RR
Massachusetts
(4/21/2015)
RR
New Hampshire
(1/4/2023)
RR
New Jersey
(1/2/2014)
RR
New York
(5/23/2008)
RR
Pennsylvania
(4/21/2015)
RR
Rhode Island
(10/26/2015)
RR
South Carolina
(1/8/2013)
RR
Texas
(8/3/2015)
RR
Virginia
(4/21/2015)

Exams


State Security Law Exam
RR
Series 63
Date: 6/26/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 9/16/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


H&
HEROLD & LANTERN INVESTMENTS, INC.
HEROLD & LANTERN INVESTMENTS, INC. | LANTERN INVESTMENTS, INC.

CRD#: 30996 / SEC#: , 8-45285

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information


Main Address
35 Pinelawn Road Suite 101e, Melville, NY 11747
Mailing Address
35 Pinelawn Road Suite 101e, Melville, NY 11747
Phone number
(631) 454-2000
Established
Delaware since 08/28/1992
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
PERCHERON ASSET MANAGEMENT GROUP, INC.OWNER
HEROLD, LAWRENCE STEPHENCHIEF OPERATING OFFICER/FINOP870531
LANTON, KEITH MICHAELPRESIDENT1703378
SHEFTEL, WENDY DIANECHIEF COMPLIANCE OFFICER2300282

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HEROLD & LANTERN INVESTMENTS, INC.

CRD#: 30996Melville, NY 11747

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