Gerhard Herrera-Pahl, financial advisor Aventura FL

Gerhard Herrera-Pahl

CRD Number: 4448486
Current Firm: Evolution Wealth Advisors, LLC

Gerhard Herrera-Pahl (CRD# 4448486) is an Investment Advisor Representative working at Evolution Wealth Advisors, LLC in Aventura, FL and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Evolution Wealth Advisors, LLC Aventura, FL May 2019 - Current 4
Heiz, LLC Miami Beach, FL May 2013 - Current 10
Herpah LLC Miami Beach, FL Aug 2012 - Current 11
Bigsur Wealth Management, LLC Miami, FL Aug 2012 - Nov 2018 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Gerhard Herrera-Pahl
Phone Number: (305) 921-4740
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    952
    MILLIONS
  • Total Number of Accounts
    510
    ACCOUNTS
  • Average Account Value
    $1,867,125
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

FL, TX

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