PHILIP HERZBERG is an investment adviser representative (IAR) with state registration records since 2006, appearing at 4 firms. Currently registered with TEAM HEWINS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| TEAM HEWINS, LLC | 2021-08-12 | present | Yes |
| MEIRA WEALTH | 2015-01-27 | 2021-08-09 | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2014-06-02 | 2014-10-21 | — |
| LADENBURG THALMANN ASSET MANAGEMENT INC | 2006-11-06 | 2014-05-28 | — |