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.
| Title | Percheron - Shareholder |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2020 |
Lantern Wealth Advisors, LLC
| Title | Associate Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2015 |
Lantern Wealth Advisors, LLC
| Title | Owner |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2020 |