Thomas J. Herzfeld Advisors, Inc.

Thomas J. Herzfeld Advisors, Inc. (CRD# 108369) is a financial advisory firm headquartered in Miami, FL. They manage $293,232,000 in 288 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    293
    MILLION
  • Total Number of Accounts
    288
    ACCOUNTS
  • Average Account Value
    $1,018,167
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, CT, FL, GA, IL, LA, MA, MI, NJ, NM, NY, PA, TX, WA

Financial Advisors at Thomas J. Herzfeld Advisors, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Robert J. Adler
CRD#: 862819
Westport, CT
93
Wealthminder
score

Robert Adler (CRD# 862819) is an Investment Advisor Representative working at Thomas J. Herzfeld Advisors, Inc. in Westport, CT and has over 26 years of experience in the finance industry.

2
Erik M. Herzfeld
CRD#: 3121564
10491 Sw 97th Avenue, Miami, FL 33176
93
Wealthminder
score

Erik Herzfeld (CRD# 3121564) is an Investment Advisor Representative working at Thomas J. Herzfeld Advisors, Inc. in Miami, FL and has over 19 years of experience in the finance industry.

3
Reanna J. Lee
CRD#: 6117605
119 Washington Avenue, Suite 504, Miami, FL 33139
90
Wealthminder
score

Reanna Lee (CRD# 6117605) is an Investment Advisor Representative working at Thomas J. Herzfeld Advisors, Inc. in Miami, FL and has over 4 years of experience in the finance industry.

4
Ryan M. Paylor
CRD#: 6238165
119 Washington Avenue, Suite 504, Miami, FL 33139
89
Wealthminder
score

Ryan Paylor (CRD# 6238165) is an Investment Advisor Representative working at Thomas J. Herzfeld Advisors, Inc. in Miami, FL and has over 4 years of experience in the finance industry.

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