WD
Wendy Diane Sheftel
CRD 2300282
Firms
| Firm | Role | As of |
|---|---|---|
| Lantern Wealth Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Herold Advisors, Inc.
Percheron Shareholder · Less than 5% · Mar 2024
-
Lantern Wealth Advisors, Llc
Associate Compliance Officer · Less than 5% · Mar 2024
-
Lantern Wealth Advisors, Llc
Owner · 25% – 50% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗