Best Investors Account Sign in
Current Employers
Herbert J. Sims Capital Management, Inc.

2150 Post Road Suite 301, Fairfield, CT 06824 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-07-18
NJ RA APPROVED 2023-06-15
NY RA APPROVED 2022-05-24
MD RA APPROVED 2022-05-19
NC RA APPROVED 2021-07-30
CT RA APPROVED 2016-02-03
FL RA APPROVED 2016-01-21
  • MA RA
    APPROVED
    Since 2023-07-18
  • NJ RA
    APPROVED
    Since 2023-06-15
  • NY RA
    APPROVED
    Since 2022-05-24
  • MD RA
    APPROVED
    Since 2022-05-19
  • NC RA
    APPROVED
    Since 2021-07-30
  • CT RA
    APPROVED
    Since 2016-02-03
  • FL RA
    APPROVED
    Since 2016-01-21

Branch Locations

2150 Post Road Suite 301, Fairfield, CT 06824 • United States

2700 N Military Trail, Suite 400, Boca Raton, FL 33431 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Herbert J. Sims & Co. Inc Boca Raton FL 01/2016 Present
Herbert J. Sims Capital Management, Inc. Boca Raton FL 01/2016 Present
Previous Registrations
Other Businesses

Meyer Cheikin 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. Cheikin began his association with HJSCM in January 2016 and devotes approximately 70% of his time to HJSCM and 5% to insurance business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-08-08
S63 Uniform Securities Agent State Law Examination 1984-01-27
  • S65 Uniform Investment Adviser Law Examination
    1994-08-08
  • S63 Uniform Securities Agent State Law Examination
    1984-01-27

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Fairfield, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor