Meyer Cheikin, financial advisor Boca Raton FL
83 score

Meyer Cheikin

CRD Number: 869974
Current Firm: Herbert J. Sims Capital Management, Inc.

Meyer Cheikin (CRD# 869974) is an Investment Advisor Representative working at Herbert J. Sims Capital Management, Inc. in Boca Raton, FL and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Herbert J. Sims Capital Management, Inc. Boca Raton, FL Jan 2016 - Current < 1
Herbert J. Sims & Company Inc. Boca Raton, FL Jan 2016 - Current < 1
Westport Resources Investment Services Naples, FL Aug 2012 - Jan 2016 3
Wells Fargo Advisors LLC Naples, FL May 2009 - Aug 2012 3
Wachovia Securities, LLC Farmington, CT Sep 2007 - May 2009 1
Salomon Smith Barney Inc. West Hartford, CT Jul 1993 - Sep 2007 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1984
S65 NASAA Investment Advisors Law Examination Aug 1994
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Meyer Cheikin
Phone Number: 203-418-9000
Registered State(s):
  • CT
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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