ALBERT PINGREE HERZOG is an investment adviser representative (IAR) with state registration records since 2015, appearing at 4 firms. Currently registered with EP WEALTH ADVISORS, LLC..
| Firm | From | To | Current |
|---|---|---|---|
| EP WEALTH ADVISORS, LLC. | 2025-01-02 | present | Yes |
| EXECUTIVE WEALTH MANAGEMENT, LLC | 2018-01-02 | 2025-03-14 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2016-06-24 | 2017-12-15 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2015-10-05 | 2016-05-09 | — |