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Milton Thomas Herzig

P. R. HERZIG & CO. INC.·ROSLYN HEIGHTS, New York
Unclaimed Profile
4 EXPRESSWAY PLAZA, ROSLYN HEIGHTS, NY 11577CRD# 843473Firm CRD# 2185
01

About

Milton Thomas Herzig is a registered financial advisor based in ROSLYN HEIGHTS, New York, affiliated with P. R. HERZIG & CO. INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
P. R. HERZIG & CO. INC.
P. R. HERZIG & CO. INC.
AUM
$98M
Regulatory assets under management
Employees
3
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 843473
Firm CRD# 2185
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Milton Thomas Herzig offer?
Milton Thomas Herzig specializes in Investment Management, Wealth Management. Contact their office in ROSLYN HEIGHTS, New York for a consultation.
What are Milton Thomas Herzig's credentials?
Milton Thomas Herzig is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Milton Thomas Herzig located?
Milton Thomas Herzig is based in ROSLYN HEIGHTS, New York, working with P. R. HERZIG & CO. INC.. Their office serves clients in the ROSLYN HEIGHTS metropolitan area and surrounding communities.
How does Milton Thomas Herzig charge for services?
Milton Thomas Herzig's firm is compensated through subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is P. R. HERZIG & CO. INC.?
P. R. HERZIG & CO. INC. has approximately 3 employees and manages $98M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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