Erik Halvorssen Villegas, financial advisor Miami FL

Erik Halvorssen Villegas

CRD Number: 4430291
Current Firm: Klosters Capital

Erik Halvorssen Villegas (CRD# 4430291) is an Investment Advisor Representative working at Klosters Capital in Miami, FL and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Klosters Capital LLC Miami, FL Oct 2019 - Current 4
Harbor Ithaka Wm, LLC Miami, FL Dec 2016 - Sep 2019 2
Cgis Advisors LLC Miami, FL Jun 2014 - Nov 2016 2
Lowenhaupt Global Advisors, LLC Miami, FL May 2012 - Jun 2014 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2013
S63 Uniform Securities State Law Examination Mar 2015
Contact Info for Erik L. Halvorssen Villegas
Phone Number: 305-907-3421
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    400
    MILLIONS
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $5,713,157
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL

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