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Alejandro Michael Viteri

Herbert J. Sims Capital Management, Inc.

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About Alejandro Michael Viteri

Alejandro Viteri is an investment adviser representative of Herbert J. Sims Capital Management, a SEC registered investment advisor and wholly owned subsidiary of HJ Sims Co., Inc. Herbert J. Sims Capital Management primarily provides customized investment management services to high-net-worth individuals and associated trusts, estates, pension and profit-sharing plans, and other legal entities. Alejandro began their association with Herbert J. Sims Capital Management in June 2024.

Firm Information

Alejandro Viteri is currently registered with Herbert J. Sims Capital Management, Inc.. Herbert J. Sims Capital Management, Inc. is an investment advisor based in Fairfield, Connecticut. The firm provides portfolio management for individuals and businesses, as well as selection of other advisors. They manage over $146 million in assets for 333 clients, including high-net-worth individuals, charitable organizations, corporations, and individuals. They also participate in wrap fee programs.
Herbert J. Sims Capital Management, Inc.

2150 POST ROAD

FAIRFIELD, CT 06824

$146.68M

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alejandro Viteri’s Registration & Firm History

CT

06/28/2024 - Present

Herbert J. Sims Capital Management, Inc. (FAIRFIELD CT)

FL

12/15/2014 - 06/03/2024

STOEVER, GLASS & COMPANY INC. (Boca Raton FL)

NY

05/08/2006 - 12/16/2014

SEIDEL & CO., LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/10/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/22/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/17/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alejandro Michael Viteri.
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