Gregory Edward Barr

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

• 08/2016 → 03/2020
  American Asset Management, Inc.
  Boca Raton, FL
• 07/2018 → 03/2019
  Stoever Glass & Co
  Boca Raton, FL
• 08/2018 → 03/2019
  Stoever Glass Insurance Agency
  Boca Raton, FL
• 08/2018 → 03/2019
  Stoever Glass Insurance Agency
  Boca Raton, FL
• 03/2020 → 01/2025
  Stoever Glass Wealth Management Inc
  Boca Raton, FL
• 01/2025 → Present
  Herbert J Sims Capital Management
  Boca Raton, FL

Previous Registrations

• 2020-03-09 → 2025-01-13
  Stoever Glass Wealth Management, Inc.
  Boca Raton, FL
  New York, NY
• 2016-11-03 → 2020-03-05
  American Asset Management Inc.
  Boca Raton, FL
• 2014-07-25 → 2016-07-25
  Raymond James & Associates, Inc.
  Boca Raton, FL
• 2012-03-29 → 2014-05-28
  Deutsche Bank Securities Inc.
  Palm Beach, FL
• 2009-06-01 → 2012-04-11
  Morgan Stanley
  Boca Raton, FL
• 1991-04-17 → 2009-06-01
  Citigroup Global Markets Inc.
  Boca Raton, FL
  Boca Raton, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-09-26
• S66 Uniform Combined State Law Examination
  2016-08-03