Meyer
Cheikin
Herbert J. Sims Capital Management, Inc
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About this Advisor
Meyer Cheikin is a financial advisor working out of Fairfield, Connecticut who has 7 years of industry experience. Cheikin is an employee of Herbert J. Sims Capital Management, Inc. Over the course of their career, Cheikin has held roles at Westport Resources Investment Services, Herbert J. Sims & Co. Inc and Herbert J. Sims Capital Management, Inc. Cheikin has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Connecticut, Florida, Maryland, New York and North Carolina. Herbert J. Sims Capital Management, Inc is a financial advisory company based out of Fairfield, CT. It has offices in five locations and a total of 32 financial advisors. It administers $140 million in assets under management among its 272 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 272 accounts, 18% belong to high-net-worth individuals who have greater than $1 million in assets. The business offers a set of services, including portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely depend on which service is offered. Fees billed by Herbert J. Sims Capital Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Herbert J. Sims Capital Management, Inc Brokerage Details
$139,907,606
32
272
$514,366
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Meyer Cheikin Work History
Meyer has been registered as a financial advisor for 7 years.*
Herbert J. Sims & Co. Inc
Herbert J. Sims Capital Management, Inc
Westport Resources Investment Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Meyer Cheikin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Herbert J. Sims Capital Management, Inc
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Fairfield, CT
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Guaynabo, PR
Fairfield, CT
Fairfield, CT
Red Bank, NJ
Fairfield, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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