Larry Shatzkamer

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CRD#: 812916

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Larry Shatzkamer, who also goes by Eliezer Shatzkamer, was a registered financial advisor .

Larry is a previously registered financial advisor and started their career in finance in 1975. Larry had worked at 10 firms and has passed the Series 65, Series 63, SIE, PC, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Eliezer Shatzkamer

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

March 2, 2015 - August 6, 2015

LANTERN WEALTH ADVISORS, LLC

RIA

CRD#: 147420

WESTBURY, NY

Past

February 27, 2015 - August 6, 2015

HEROLD & LANTERN INVESTMENTS, INC.

CRD#: 30996

WESTBURY, NY

Past

April 17, 2007 - March 4, 2015

OPPENHEIMER & CO. INC.

RIA

CRD#: 249

JERICHO, NY

Past

January 2, 2002 - March 4, 2015

OPPENHEIMER & CO. INC.

CRD#: 249

JERICHO, NY

Past

June 12, 1998 - January 2, 2002

PRIME CHARTER LTD.

CRD#: 25668

NEW YORK, NY

Past

February 26, 1996 - June 18, 1998

BARINGTON CAPITAL GROUP, L.P.

CRD#: 29383

NEW YORK, NY

Past

February 16, 1994 - February 2, 1996

CIBC WORLD MARKETS CORP.

CRD#: 630

NEW YORK, NY

Past

June 26, 1984 - January 21, 1994

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

February 22, 1978 - June 27, 1984

LEHMAN BROTHERS KUHN LOEB INCORPORATED

CRD#: 7555

Past

November 16, 1977 - February 22, 1978

LEHMAN BROTHERS INCORPORATED

CRD#: 514

Past

September 25, 1975 - December 1, 1977

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

CRD#: 572

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".

LANTERN WEALTH ADVISORS, LLC

LANTERN ADVISERS LLC | LANTERN WEALTH ADVISORS, LLC

CRD#: 147420 / SEC#: 801-79035

RIA

Registered Investment Advisory firm - (1/15/2014 Approved)

California

Registered Investment Advisory firm - (2/16/2014 Terminated)

New Jersey

Registered Investment Advisory firm - (2/10/2014 Terminated)

New York

Registered Investment Advisory firm - (1/17/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/14/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/21/1979

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/6/2015

Securities Industry Essentials Examination

General Industry/Product Exam

PC

Date: 11/21/1983

AMEX Put and Call Exam

General Industry/Product Exam

Series 7

Date: 9/20/1975

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/4/1998

General Securities Principal Examination

Current Firm

LANTERN WEALTH ADVISORS, LLC

LANTERN ADVISERS LLC | LANTERN WEALTH ADVISORS, LLC

CRD#: 147420 / SEC#: 801-79035

RIA

Registered Investment Advisory firm - (1/15/2014 Approved)

California

Registered Investment Advisory firm - (2/16/2014 Terminated)

New Jersey

Registered Investment Advisory firm - (2/10/2014 Terminated)

New York

Registered Investment Advisory firm - (1/17/2014 Terminated)

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Contact information

Main Address

35 Pinelawn Road Suite 101e, Melville, NY 11747

Mailing Address

Phone number

(631) 454-2000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LANTERN WEALTH ADVISORS APPENDIX 1 - WRAP BROCHURE (3/31/2025)

ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	379
AUM (Assets Under Management)	$ 265,466,991

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.

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Advisor Monitoring

Firm Stability Insights

Larry Shatzkamer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

HEROLD & LANTERN INVESTMENTS, INC.

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

PRIME CHARTER LTD.

BARINGTON CAPITAL GROUP, L.P.

CIBC WORLD MARKETS CORP.

LEHMAN BROTHERS INC.

LEHMAN BROTHERS KUHN LOEB INCORPORATED

LEHMAN BROTHERS INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

Primary Firm SEC Registration

LANTERN WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/14/2007

Series 63

Date: 8/21/1979

SIE

Date: 8/6/2015

PC

Date: 11/21/1983

Series 7

Date: 9/20/1975

Series 24

Date: 8/4/1998

Current Firm

LANTERN WEALTH ADVISORS, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LANTERN WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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