Nicholas
Squitieri

Herbert J. Sims Capital Management, Inc

CRD#2436788
Investment Advisor
in Fairfield, CT

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About this Advisor

Nicholas Squitieri is a financial advisor based in Fairfield, Connecticut, working with Herbert J. Sims Capital Management, Inc. Nicholas has previously held a position at H J Sims. Nicholas has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut. Currently, Nicholas is part of Herbert J. Sims Capital Management, Inc, which operates out of Fairfield, Connecticut. The firm has 5 offices and 30 employees. The firm manages assets totaling $146.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Herbert J. Sims Capital Management, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

2150 Post Road Suite 301
Fairfield, CT 06824

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Herbert J. Sims Capital Management, Inc Brokerage Details

Total Assets Under Management

$146,675,712

CT Average: $5,297,377,271
Total Number of Employees

30

CT Average: 35
Total Number of Accounts

333

CT Average: 690
Average Account Size

$440,468

CT Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Nicholas Squitieri Work History

2012 - Present (12 years)

H J Sims

Disclosures

Please visit the SEC profile of Nicholas Squitieri 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

Thomas Byrne
Fairfield, CT
Frank Curcio
Jupiter, FL
Michael Golembiesky
Minneapolis, MN
Rebecca Beckett
Fairfield, CT
Elizabeth Sims
Austin, TX
Andrew Cardella
Red Bank, NJ
Meyer Cheikin
Fairfield, CT
Stacy Goldsmith
Red Bank, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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