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Erik Mervin Herzfeld

THOMAS J. HERZFELD ADVISORS, INC.·MIAMI BEACH, Florida
Series 7Series 66Series 63
Unclaimed Profile
119 WASHINGTON AVENUE, MIAMI BEACH, FL 33139CRD# 3121564Firm CRD# 108369
01

About

Erik Mervin Herzfeld is a registered financial advisor based in MIAMI BEACH, Florida, affiliated with THOMAS J. HERZFELD ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
THOMAS J. HERZFELD ADVISORS, INC.
THOMAS J. HERZFELD ADVISORS, INC.
AUM
$727M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at THOMAS J. HERZFELD ADVISORS, INC. →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: CONSULTING FEES
Regulatory
SEC/IARD CRD# 3121564
Firm CRD# 108369
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Erik Mervin Herzfeld offer?
Erik Mervin Herzfeld specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MIAMI BEACH, Florida for a consultation.
What are Erik Mervin Herzfeld's credentials?
Erik Mervin Herzfeld is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Erik Mervin Herzfeld located?
Erik Mervin Herzfeld is based in MIAMI BEACH, Florida, working with THOMAS J. HERZFELD ADVISORS, INC.. Their office serves clients in the MIAMI BEACH metropolitan area and surrounding communities.
How does Erik Mervin Herzfeld charge for services?
Erik Mervin Herzfeld's firm is compensated through percentage of aum, performance-based fees, other: consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THOMAS J. HERZFELD ADVISORS, INC.?
THOMAS J. HERZFELD ADVISORS, INC. has approximately 9 employees and manages $727M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
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