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Paul Vincent Herzfeld

HERZFELD GROUP INC·LARGO, Florida
Series 7, Series 24, Series 6333 years registeredHERZFELD GROUP INC
1715 EAST BAY DRIVE, LARGO, FL 33771CRD# 1546642Firm CRD# 108552

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Vincent Herzfeld · LARGO, FL
Registration
CRD #1546642 · HERZFELD GROUP INC · 33 years registered
Brand Profile
Not yet started
01

Career History

THE HERZFELD GROUP
Oct 1992 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Registration record
First registered · October 28, 1992
Years registered · 33
03

Disclosure History

1995Regulatory·Final
1995Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
HERZFELD GROUP INC
CRD 108552 · SEC 801-56951
AUM
$34M
Regulatory assets under management
Employees
1
287 client accounts
Services offered by HERZFELD GROUP INC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at HERZFELD GROUP INC →
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05

Frequently Asked Questions

What services does Paul Vincent Herzfeld offer?
Paul Vincent Herzfeld specializes in Investment Management, Fee-Only Advisory. Contact their office in LARGO, Florida for a consultation.
What are Paul Vincent Herzfeld's credentials?
Paul Vincent Herzfeld is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Vincent Herzfeld located?
Paul Vincent Herzfeld is based in LARGO, Florida, working with HERZFELD GROUP INC. Their office serves clients in the LARGO metropolitan area and surrounding communities.
How does Paul Vincent Herzfeld charge for services?
Paul Vincent Herzfeld's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HERZFELD GROUP INC?
HERZFELD GROUP INC has approximately 1 employees and manages $34M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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