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Chief Compliance Officer · Lantern Wealth Advisors, LLC

Daphne Jo Stasco

CRD 4962845 · Named on Form ADV at one SEC-registered adviser

At a glance

Lantern Wealth Advisors, LLC, an SEC-registered wealth manager based in Melville, NY with $320 million in regulatory assets, lists Daphne Jo Stasco on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Daphne’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daphne’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.