William
Morton
Lantern Wealth Advisors, LLC
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About this Advisor
William Morton is a financial advisor based out of Melville, New York who has 11 years of relevant experience. Morton is on the advisory team at Lantern Wealth Advisors, LLC. During their career, Morton has held roles at Lantern Wealth Advisors, LLC and Lantern Investments, Inc. Morton has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in California. Lantern Wealth Advisors, LLC is an advisory company that has its headquarters in Melville, NY. The company has offices in two locations and a total of 14 employees. It has $175 million in total assets among its 214 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm provides services to three charities and foundations. Of its 214 customer accounts, 18% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The business performs a broad array 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. Fees charged by financial advisors largely depend on which services the firm provides the client. Fee types charged by Lantern Wealth Advisors, LLC likely consist 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$174,623,891
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
14
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
214
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$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
William Morton Work History
William has been registered as a financial advisor for 11 years.*
Lantern Wealth Advisors, LLC
Lantern Investments, Inc
*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 William Morton 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
Melville, NY
Houston, TX
San Francisco, CA
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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