Philip Herzberg

Employer firm

Team Hewins, LLC CRD 291194

$3.97B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 07/2021
  The Lubitz Financial Group
  Miami, FL
• 08/2021 → Present
  Team Hewins, Llc
  Miami, FL

Previous Registrations

• 2015-01-27 → 2021-08-09
  Meira Wealth
  Coral Gables, FL
  Miami, FL
• 2014-06-02 → 2014-10-21
  United Capital Financial Advisors
  Boca Raton, FL
• 2006-11-06 → 2014-05-28
  Ladenburg Thalmann Asset Management Inc
  Miami, FL
  New York, NY

Other Businesses

1-JEWISH COMMUNITY FOUNDATION; TRUSTEE AND JEWISH FEDERATION BROWARD COUNTY ADVISORY PHILANTHROPY initiative CHAIR; NON-PROFIT - CHARITABLE ORGANIZATION; START DATE 07/01/2022; NO COMPENSATION 2-PROVISORS PROFESSIONAL NETWORKING ORGANIZATION, AVENTURA 1 GROUP LEADER; PROFESSIONAL ORGANIZATION; START DATE 02/01/2024; NO COMPENSATION 3-GREATER BOCA RATON ESTATE PLANNING COUNCIL, BOARD OF DIRECTORS - VP MEMBERSHIP; PROFESSIONAL/NON-PROFIT ORGANIZATION; STATE DATE 07/01/2023; NO COMPENSATION 4-COLLABORATIVE FAMILY LAW INSTITUTE (CFLI) MIAMI BOARD OF DIRECTORS, TREASURER; 5-THE NATIONAL FINANCIAL EDUCATION COUNCIL FLORIDA ADVISORY BOARD, NON-PROFIT ORGANIZATION; START DATE 10/01/2023; NO COMPENSATION 6-AVENTURA TURNBERRY JEWISH CENTER - BOARD OF DIRECTORS; CHARITABLE, NON-PROFIT ORGANIZATION; START DATE: 09/01/2025; NO COMPENSATION.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-11-01
• S63 Uniform Securities Agent State Law Examination
  2005-01-04

Designations

• Certified Financial Planner