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Geoffrey Todd Von der linden

Herbert J. Sims Capital Management, Inc.

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About Geoffrey Todd Von der linden

Geoffrey Von der Linden is an investment advisor representative with Herbert J. Sims Capital Management, Inc., a SEC registered investment advisor and wholly owned subsidiary of HJ Sims Co., Inc. Herbert J. Sims Capital Management provides customized investment management services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, and other legal entities. Geoffrey has been associated with Herbert J. Sims Capital Management since November 2019.

Firm Information

Geoffrey Von der linden 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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Geoffrey Von der linden’s Registration & Firm History

NJ

06/15/2023 - Present

Herbert J. Sims Capital Management, Inc. (Red Bank NJ)

NJ

07/05/2004 - 11/04/2019

DAVID LERNER ASSOCIATES, INC. (LAWRENCEVILLE NJ)

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Licenses & Designations

BOTH

Issued 02/11/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/22/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Geoffrey Todd Von der linden.
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