HL
Hunter W. Lanton
LANTERN WEALTH ADVISORS
Melville, NY 11747
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CRD#: 7626488
HL
Professional summary
Hunter Wagner Lanton is a registered financial advisor currently at LANTERN WEALTH ADVISORS, LLC located in Melville, New York and HEROLD ADVISORS, INC. located in Melville, New York.
Hunter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Hunter has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Hunter Wagner Lanton's 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®
NoneExperience
Current
March 10, 2023 - Present
LANTERN WEALTH ADVISORS, LLC
Office #1: 35 Pinelawn Road Suite 101e, Melville, NY 11747RIA
CRD#: 147420
Melville, NY
Current
June 25, 2025 - Present
HEROLD ADVISORS, INC.
Office #1: 35 Pinelawn Rd Suite 101e, Melville, NY 11747RIA
CRD#: 105090
Melville, NY
Current
December 15, 2022 - Present
HEROLD & LANTERN INVESTMENTS, INC.
Office #1: 35 Pinelawn Road Suite 101e, Melville, NY 11747Office #2: 35 Pinelawn Road Suite 101e, Melville, NY 11747BD
CRD#: 30996
Melville, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HA
HEROLD ADVISORS, INC.
HEROLD ADVISORS, INC.
CRD#: 105090 / SEC#: 801-11216
RIA
Registered Investment Advisory firm - (1/2/1976 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
Arizona(2/23/2026)
RR
California(3/15/2023)
RR
Connecticut(3/15/2023)
RR
Delaware(6/20/2024)
RR
District of Columbia(1/2/2025)
RR
Florida(3/15/2023)
RR
Georgia(3/15/2023)
RR
Hawaii(3/15/2023)
RR
Idaho(1/2/2025)
RR
Illinois(3/15/2023)
RR
Kansas(1/2/2025)
RR
Louisiana(3/15/2023)
RR
Maryland(3/15/2023)
RR
Massachusetts(3/15/2023)
RR
Michigan(1/2/2025)
RR
Missouri(5/28/2025)
RR
Nevada(5/28/2025)
RR
New Hampshire(1/2/2025)
RR
New Jersey(3/15/2023)
IAR
New York(3/10/2023)
RR
New York(3/14/2023)
RR
North Carolina(3/15/2023)
RR
Ohio(1/2/2025)
RR
Oregon(3/15/2023)
RR
Pennsylvania(3/15/2023)
RR
South Carolina(3/15/2023)
RR
Texas(3/15/2023)
RR
Utah(3/15/2023)
RR
Vermont(5/28/2025)
RR
Virginia(3/15/2023)
RR
Washington(1/2/2025)
RR
Wisconsin(4/9/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/15/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
HA
HEROLD ADVISORS, INC.
HEROLD ADVISORS, INC.
CRD#: 105090 / SEC#: 801-11216
RIA
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Contact information
Main Address
845 Third Avene Suite 1703, New York, NY 10022-7513
Mailing Address
Phone number
(212) 371-3950
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 523 |
| AUM (Assets Under Management) | $ 489,697,335 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
