Alejandro Michael Viteri

Employer firm

Herbert J. Sims Capital Management, Inc. CRD 134510

$437M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 12/2014 → 05/2024
  Stoever Glass & Co Inc
  New York, NY
• 08/2022 → 05/2024
  Stoever Glass Wealth Mgmt
  Boca Raton, FL
• 06/2024 → Present
  Herbert J. Sims Capital Management
  Fairfield, CT
• 06/2024 → Present
  Herbert J. Sims & Co., Inc.
  Boca Raton, FL

Previous Registrations

• 2022-08-26 → 2024-06-03
  Stoever Glass Wealth Management, Inc.
  Boca Raton, FL

Other Businesses

Alejandro Viteri is an investment adviser representative of HJ Sims Capital Management ("HJSCM"), a SEC registered investment advisor and wholly owned subsidiary of HJ Sims Co., Inc. HJSCM primarily provides customized investment management services to high-net-worth individuals and associated trusts, estates, pension and profit-sharing plans, and other legal entities. Mr. Viteri began his association with HJSCM in June 2024 and devotes approximately zero % of his time to HJSCM.

Exams

• S66 Uniform Combined State Law Examination
  2022-08-10
• S63 Uniform Securities Agent State Law Examination
  2006-05-22

Other Names

• Alex Viteri