Herbert J. Sims Capital Management, Inc.

Herbert J. Sims Capital Management, Inc. (CRD# 134510) is a financial advisory firm headquartered in Fairfield, CT. They manage $20,260,135 in 51 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $397,258
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, MN, NJ, NY, PR

Financial Advisors at Herbert J. Sims Capital Management, Inc.
Showing 1 - 10 of 34 top financial advisors.
1
Alan J. Dalewitz
CRD#: 1437051
100 Wood Avenue, Iselin, NJ 08830
98
Wealthminder
score

Alan Dalewitz (CRD# 1437051) is an Investment Advisor Representative working at Herbert J. Sims Capital Management, Inc. in Iselin, NJ and has over 40 years of experience in the finance industry.

2
Shane A. Appelbaum
CRD#: 4772668
101 N Federal Highway, Suite 501, Boca Raton, FL 33432
93
Wealthminder
score

Shane Appelbaum (CRD# 4772668) is an Investment Advisor Representative working at Herbert J. Sims Capital Management, Inc. in Boca Raton, FL and has over 14 years of experience in the finance industry.

3
Walter E. Auch
CRD#: 8660
2150 Post Road, Suite 301, Fairfield, CT 06824
93
Wealthminder
score

Walter Auch (CRD# 8660) is an Investment Advisor Representative working at Herbert J. Sims Capital Management, Inc. in Fairfield, CT and has over 32 years of experience in the finance industry.

4
Lance F. Badorf
CRD#: 4832998
2150 Post Road, Ste 301, Fairfield, CT 06824
93
Wealthminder
score

Lance Badorf (CRD# 4832998) is an Investment Advisor Representative working at Herbert J. Sims Capital Management, Inc. in Fairfield, CT and has over 13 years of experience in the finance industry.

5
Guy B. Blackwell
CRD#: 1254134
2150 Post Road, Suite 301, Fairfield, CT 06824
93
Wealthminder
score

Guy Blackwell (CRD# 1254134) is an Investment Advisor Representative working at Herbert J. Sims Capital Management, Inc. in Fairfield, CT and has over 33 years of experience in the finance industry.

6
Les R. Campbell
CRD#: 2993468
101 N Federal Highway, Suite 501, Boca Raton, FL 33432
93
Wealthminder
score

Les Campbell (CRD# 2993468) is an Investment Advisor Representative working at Herbert J. Sims Capital Management, Inc. in Boca Raton, FL and has over 20 years of experience in the finance industry.

7
Eugene M. Chyzowych
CRD#: 2421504
2150 Post Road, Suite 301, Fairfield, CT 06824
93
Wealthminder
score

Eugene Chyzowych (CRD# 2421504) is an Investment Advisor Representative working at Herbert J. Sims Capital Management, Inc. in Fairfield, CT and has over 24 years of experience in the finance industry.

8
Peter J. Dee
CRD#: 4982628
2150 Post Road, Suite 301, Fairfield, CT 06824
93
Wealthminder
score

Peter Dee (CRD# 4982628) is an Investment Advisor Representative working at Herbert J. Sims Capital Management, Inc. in Fairfield, CT and has over 13 years of experience in the finance industry.

9
Peter J. Dee
CRD#: 63784
2150 Post Road, Suite 301, Fairfield, CT 06824
93
Wealthminder
score

Peter Dee (CRD# 63784) is an Investment Advisor Representative working at Herbert J. Sims Capital Management, Inc. in Fairfield, CT and has over 38 years of experience in the finance industry.

10
Jason H. Diamond
CRD#: 2320884
2150 Post Road, Suite 301, Fairfield, CT 06824
93
Wealthminder
score

Jason Diamond (CRD# 2320884) is an Investment Advisor Representative working at Herbert J. Sims Capital Management, Inc. in Fairfield, CT and has over 19 years of experience in the finance industry.

1 2 3 4 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.