Erik Mervin Herzfeld
Investment adviser representative at Thomas J. Herzfeld Advisors, Inc.
19 yearsExperience
2 statesRegistered in
$890.4MFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Thomas J. Herzfeld Advisors, Inc.Apr 2007 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Thomas J. Herzfeld Advisors, Inc.
$890.4MAssets managed
300Clients
4Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3121564
- Firm CRD
- 108369