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EH

Erik L. Halvorssen Villegas

KLOSTERS CAPITAL
Miami, FL 33131
Some features on this profile are disabled
CRD#: 4430291
EH

Professional summary

Erik Luis Halvorssen Villegas, who also goes by Erik Luis Halvorssen, is a registered financial advisor currently at KLOSTERS CAPITAL located in Miami, Florida.

Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Erik has worked at 9 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Erik Luis Halvorssen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erik Luis Halvorssen Villegas's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 3, 2019 - Present

KLOSTERS CAPITAL

Office #1: 848 Brickell Avenue Suite 750, Miami, FL 33131
RIA
CRD#: 285582
Miami, FL
Past

January 30, 2017 - October 1, 2019

HARBOR ITHAKA

RIA
CRD#: 170580
MIAMI, FL
Past

March 5, 2015 - November 30, 2016

CGIS SECURITIES LLC

BD
CRD#: 155984
MIAMI, FL
Past

June 30, 2014 - November 30, 2016

CGIS ADVISORS LLC

RIA
CRD#: 170161
MIAMI, FL
Past

May 13, 2013 - July 10, 2014

LOWENHAUPT GLOBAL ADVISORS, LLC

RIA
CRD#: 138547
MIAMI, FL
Past

January 28, 2009 - July 1, 2009

SANTANDER SECURITIES LLC

BD
CRD#: 41791
MIAMI, FL
Past

April 22, 2005 - June 6, 2007

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
MIAMI, FL
Past

April 22, 2005 - June 6, 2007

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
MIAMI, FL
Past

May 20, 2004 - April 26, 2005

BSI INVESTMENT ADVISORS LLC

RIA
CRD#: 109331
MIAMI, FL
Past

December 17, 2001 - January 15, 2004

VSI SECURITIES, INC.

BD
CRD#: 114419
MIAMI, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KC
KLOSTERS CAPITAL
KLOSTERS CAPITAL | KLOSTERS CAPITAL LLC

CRD#: 285582 / SEC#: 801-108620

RIA
Registered Investment Advisory firm - (11/10/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(12/3/2019)

Exams

State Security Law Exam
RR
Series 63
Date: 3/31/2015
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 2/4/2013
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/30/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/24/2015
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/14/2001
General Securities Principal Examination

Current Firm

KC
KLOSTERS CAPITAL
KLOSTERS CAPITAL | KLOSTERS CAPITAL LLC

CRD#: 285582 / SEC#: 801-108620

RIA
Registered Investment Advisory firm - (11/10/2016 Approved)
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Contact information

Main Address
848 Brickell Avenue Suite 750, Miami, FL 33131
Mailing Address
Phone number
(305) 907-3421
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INVESTMENT ADVISER BROCHURE FORM ADV PART 2A (2/28/2025)

Regulatory assets under management

Total Number of Accounts77
AUM (Assets Under Management)$ 432,701,634

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

KLOSTERS CAPITAL

CRD#: 285582Miami, FL 33131

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