Peter Dee, financial advisor Fairfield CT

Peter Dee

CRD Number: 4982628
Current Firm: Herbert J. Sims Capital Management, Inc.

Peter Dee (CRD# 4982628) is an Investment Advisor Representative working at Herbert J. Sims Capital Management, Inc. in Fairfield, CT and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Herbert J Sims & Co, Inc. Southport, CT Nov 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Mar 2005
Contact Info for Peter J. Dee
Phone Number: 203-418-9000
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    140
    MILLIONS
  • Total Number of Accounts
    272
    ACCOUNTS
  • Average Account Value
    $514,366
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

CT, FL, MA, MD, MN, NC, NJ, NY, PR, TX, WI

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