Manuel
Arias
Lantern Wealth Advisors, LLC
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About this Advisor
Manuel Arias is a financial advisor working out of Melville, New York who has 13 years of industry experience. Arias currently works for Lantern Wealth Advisors, LLC. During their career, Arias has held roles at Lantern Investments and Lantern Advisers LLC. Arias maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in California. Lantern Wealth Advisors, LLC is a company that has its headquarters in Melville, NY. The investment advisory business has offices in two locations and a total of 14 employees. It administers $175 million in assets under management across its 214 accounts, making it one of the mid-sized firms in the nation by assets under management. The firm advises three charities and foundations. Of its 214 accounts, 18% belong to high-net-worth individuals who have more than $1 million in assets. Lantern Wealth Advisors, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fees typically vary depending on the type of financial services offered. Fee types charged by Lantern Wealth Advisors, LLC can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lantern Wealth Advisors, LLC Brokerage Details
$174,623,891
14
214
$815,999
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Manuel Arias Work History
Manuel has been registered as a financial advisor for 13 years.*
Lantern Advisers LLC
Lantern Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Manuel Arias to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lantern Wealth Advisors, LLC
Melville, NY
Melville, NY
Melville, NY
San Francisco, CA
Melville, NY
Houston, TX
Melville, NY
Barrington, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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