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Advisors / New York / Garden City
20yrs

Lance Antony

Financial advisor at Wells Fargo Advisors

Lance Antony is a fiduciary financial advisor in Garden City, New York, with 20 years in the industry. Lance joined Wells Fargo Advisors in 2008, after two years at Morgan Stanley & Co.. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.

One of 802 advisors with offices in Garden City, and one of 678 fiduciaries.

Garden City, NY 11530Fiduciary advisor
Call the officeDirections

At a glance

Experience20 years (since 2007)
How that compares ?More experience than 60% of advisors in New York
Office1010 Franklin Ave Suite 400, Garden City, NY 11530
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state

Services through Wells Fargo Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing 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.

Series 66Uniform Combined State Law Examination

Career

  1. 2008 – now
  2. Apr 2007 – Dec 2008
    Morgan Stanley & Co. LLCPreviously

Questions to ask Lance

Tailored to Lance’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Lance

How do I contact Lance?

Call Lance’s local office at (516) 742-0000 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Lance Antony.

How long has Lance been a financial advisor?

Lance has been in the industry since 2007, about 20 years. More experience than 60% of advisors in New York.

What licenses does Lance hold?

Series 66. Tap any license on this page to see what it allows.

Is Lance a fiduciary?

Lance is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Lance paid?

Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Lance 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.

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