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BOND INVESTING

As a full-service broker-dealer with a fixed income securities foundation, we are proud to be a leading bond specialist in the U.S. We have been building a respected bond business since 1993, in addition...
 

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WEALTH ADVISORY

We invite you to partner with us because our clients are a priceless treasure. We will demonstrate that we care about protecting and preserving our clients’ wealth, but even more, we care about their lives...

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TRI-PARTY CLEARING ARRANGEMENTS

Broker-dealers, small to mid-sized banks, and credit unions that operate broker-dealers are feeling the increased cost pressures of new regulations, new technology, enhanced cybersecurity rules...
 

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COVID-19 Response: We take the health and financial well-being of our customers, financial professionals and staff very seriously. We have made operational changes whereby more of our financial professionals and staff are working from home. We are in constant communication with each other and we will have a person for you to speak with during normal business hours. During these stressful times, it’s important to keep financial perspective. If you have concerns, please reach out to your financial professional. We wish you all good health and we will all come through this together.
 
SAN FRANCISCO OFFICE ALERT:
In an effort to curb the spread of COVID-19, San Francisco Mayor London Breed issued an order that all San Francisco city residents must stay home except for essential needs starting Tuesday, March 17th.  Therefore, all San Francisco based staff will be working remotely.  Your financial professional will have access to all the information they need to assist you. To reach your financial professional please call the San Francisco office at 415.399.0139.  The voice mail will direct you to your designated professional.  You can also call our office headquarters at 631.454.2000

Our Four Pillars Of Client Service
Dedication | Accountability | Proactivity | Responsibility

Company Info

35 Pinelawn Rd., Suite 101E
Melville, NY 11747
Tel: 800.860.1010 or 631.454.2000
Email: Keith@lanterninvestments.com

OUR DISCLOSURE

Advisory services offered through Lantern Wealth Advisors, LLC., a registered investment advisor. Securities offered through Lantern Investments Inc., a registered broker dealer, Member FINRA, MSRB, SIPC.