LS
Lawrence Stephen Herold
CRD 870531
Chartered Financial Analyst
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Herold Advisors, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Herold Advisors, Inc.
Herold Advisors President, Director, Ceo, Coo, Chief Legal Officer, Cco · 25% – 50% · Mar 2024
-
Herold Advisors, Inc.
Shareholder · 25% – 50% · 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 ↗