Morgan Stanley
46yrs
Top advisor by experience in Melville
36yrs
Alan Eppers is a fiduciary financial advisor in Melville, New York, with 36 years in the industry. Alan joined Lantern Wealth Advisors in 2016, after five years at Stifel, Nicolaus & Company and a year at Equitable Advisors. Lantern Wealth Advisors offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1293 advisors with offices in Melville, and one of 1085 fiduciaries.
At a glance
Experience36 years (since 1991)
How that compares ?Top 7% by experience nationwide
Office35 Pinelawn Road Suite 101e, Melville, NY 11747
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.54 million
Advisors at the firm21
States licensed ?1 state
Services through Lantern Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowLantern Wealth Advisors, LLCCurrent firm
- 2010 – 2015Stifel, Nicolaus & Company, IncorporatedPreviously
- Dec 2009 – Aug 2010Equitable Advisors, LLCPreviously
- 2007 – 2009Oppenheimer & Co. Inc.Previously
Contact Alan
(631) 454-2000Lantern Wealth Advisors main office 35 Pinelawn Road Suite 101eMelville, NY 11747Office · Get directions Firm websitewww.heroldlantern.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Alan
Tailored to Alan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Alan
How do I contact Alan?
Call Lantern Wealth Advisors at (631) 454-2000 and ask for Alan Eppers. Alan works from the Melville, NY office.
How long has Alan been a financial advisor?
Alan has been in the industry since 1991, about 36 years. Top 7% by experience nationwide.
What licenses does Alan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Alan a fiduciary?
Alan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alan paid?
Lantern Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Alan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Osaic Wealth
46yrs
Top 1% by experience in Melville
Morgan Stanley
46yrs
Top 1% by experience in Melville
Morgan Stanley
45yrs
Top 1% by experience in Melville
Wells Fargo Advisors
45yrs
Top 1% by experience in Melville
Morgan Stanley
45yrs
Top 1% by experience in Melville