William Selvaggi
Investment adviser representative at Lantern Wealth Advisors, LLC
17 yearsExperience
2 statesRegistered in
$319.9MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Heights Financial ServicesJan 2013 to now
- Lantern Wealth Advisors, LLCSep 2011 to now
- Lantern Investments, Inc.Nov 2009 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Lantern Wealth Advisors, LLC
$319.9MAssets managed
188Clients
26Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1850524
- Firm CRD
- 147420