David
Galuskin

Herbert J. Sims Capital Management, Inc

CRD#3034250
Investment Advisor
in Red Bank, NJ

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About this Advisor

David Galuskin is a financial advisor based in Red Bank, New Jersey, working with Herbert J. Sims Capital Management, Inc. David has previously held positions at Herbert J Sims and David Lerner Associates, Inc. David has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut. Currently, David is part of Herbert J. Sims Capital Management, Inc, which operates out of Red Bank, New Jersey. 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 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

331 Newman Springs Road Building 2, Suite 312- 3Rd Floor
Red Bank, NJ 07701

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Herbert J. Sims Capital Management, Inc Brokerage Details

Total Assets Under Management

$146,675,712

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

30

NJ Average: 35
Total Number of Accounts

333

NJ Average: 690
Average Account Size

$440,468

NJ Average: $7,677,358

Investment Advisory Services

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

David Galuskin Work History

2018 - Present (6 years)

Herbert J Sims

2004 - 2018 (14 years)

David Lerner Associates, Inc

Disclosures

Please visit the SEC profile of David Galuskin 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

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