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Wendy Diane Sheftel

Percheron - ShareholderHerold Advisors, Inc.CRD 2300282

About Wendy Diane Sheftel

Wendy Diane Sheftel is listed as Percheron - Shareholder at Herold Advisors, Inc. in New York, NY. Form ADV reports a beneficial ownership band of Under 5%. Wendy Diane Sheftel is associated with 3 registered advisers.

Reported ownership

Owns Under 5% of Herold Advisors, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Wendy Diane Sheftel work?

Wendy Diane Sheftel is listed as Percheron - Shareholder at Herold Advisors, Inc. on SEC Form ADV.

How much of Herold Advisors, Inc. does Wendy Diane Sheftel own?

Form ADV reports a beneficial ownership band of Under 5%.

Herold Advisors, Inc.

TitlePercheron - Shareholder
OwnershipUnder 5%
Control personYes
Since2020
View Herold Advisors, Inc. →

Lantern Wealth Advisors, LLC

TitleAssociate Compliance Officer
OwnershipUnder 5%
Control personYes
Since2015
View Lantern Wealth Advisors, LLC →

Lantern Wealth Advisors, LLC

TitleOwner
Ownership25-50%
Control personYes
Since2020
View Lantern Wealth Advisors, LLC →