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Clifford David Edelmann

Herbert J. Sims Capital Management, Inc.

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About Clifford David Edelmann

Clifford Edelmann is a registered investment advisor representative with Herbert J. Sims Capital Management, Inc. Clifford has been in the industry since December 2010. Clifford is registered with the state of Connecticut and provides customized investment management services to individuals, trusts, estates, and other legal entities. Clifford's primary business is providing brokerage services through the broker-dealer, and approximately 5% of their time is spent with HJSCM.

Firm Information

Clifford Edelmann 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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Clifford Edelmann’s Registration & Firm History

CT

04/30/2024 - Present

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

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Licenses & Designations

BOTH

Issued 05/03/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Clifford David Edelmann.
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