"We believe that our personlized service and the relationship that we build with you will help you reach your financial goals"


David S. Locker

David S. Locker Senior Financial Consultant

845 Third Avenue-Suite 1703
New York, NY 10022
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Senior Financial Consultant

David has over 30 years experience in the financial services industry, helping clients attain their financial goals. He is also an Enrolled Agent, licensed by the US Treasury Department to represent taxpayers before all levels of the IRS. David has an MBA in Finance from the Lubin Graduate School of Business at Pace University

In his spare time he enjoys scuba diving, playing basketball, and travelling.  

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Company Info

35 Pinelawn Rd., Suite 101E
Melville, NY 11747

845 Third Avenue
Suite 1703
New York, New York 10022

Our Disclosure

Wealth Advisory solutions provided by subsidiaries of Percheron Asset Management Group, Inc.: Herold Advisors Inc. and Lantern Wealth Advisors, LLC., SEC registered investment advisors. Securities offered through Herold & Lantern Investments Inc., a registered broker dealer, Member FINRA, MSRB, SIPC.

Bernard Herold & Co., Inc.
Rule 606(a)1 Reporting Public Disclosure

Herold & Lantern Investments, Inc. Rule 606


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