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Bernardo Sterling Herzer

Regfi Usa, LLC

Culver City, CA

Miami, FL

CRD 8325725

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Employer firm

Regfi Usa, LLC CRD 342345

2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Regfi Usa, Llc

848 Brickell Avenue Suite Ph5-J77, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-27
  • FL RA
    APPROVED
    Since 2026-08-27

Branch Locations

Culver City, CA • United States

848 Brickell Avenue Suite Ph5-J77, Miami, FL 33131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Student Los Angeles CA 01/2016 05/2025
Regfi, Llc Wilmington DE 01/2024 05/2025
Alpine Investors San Francisco CA 05/2025 08/2025
Sbj Capital Walnut Creek CA 07/2026 Present
Regfi Usa, Llc Miami FL 07/2026 Present
Student Los Angeles CA 08/2025 07/2026
  • 01/2016 → 05/2025
    Student
    Los Angeles, CA
  • 01/2024 → 05/2025
    Regfi, Llc
    Wilmington, DE
  • 05/2025 → 08/2025
    Alpine Investors
    San Francisco, CA
  • 07/2026 → Present
    Sbj Capital
    Walnut Creek, CA
  • 07/2026 → Present
    Regfi Usa, Llc
    Miami, FL
  • 08/2025 → 07/2026
    Student
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-13
  • S65 Uniform Investment Adviser Law Examination
    2026-05-13

View on SEC IAPD

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