Michael John Bottoni
Investment adviser representative at Lantern Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Herold Advisors, Inc.Jun 2025 to now
- Lantern Wealth Advisors, LLC.Apr 2025 to now
- Herold & Lantern InvestmentsApr 2025 to now
- TD BankMay 2022 to Apr 2025
- St. Lawrence UniversityApr 2015 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8074681
- Firm CRD
- 147420