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Meyer Cheikin

Herbert J. Sims Capital Management, Inc.

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About Meyer Cheikin

Meyer Cheikin is an investment advisor representative of Herbert J. Sims Capital Management, a SEC registered investment advisor. Meyer primarily provides customized investment management services to high-net-worth individuals and associated trusts, estates, pension and profit-sharing plans, and other legal entities. Meyer began their association with Herbert J. Sims Capital Management in January 2016.

Firm Information

Meyer Cheikin 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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Meyer Cheikin’s Registration & Firm History

CT

07/30/2021 - Present

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

FL

08/20/2012 - 01/06/2016

WESTPORT RESOURCES INVESTMENT SERVICES, INC. (NAPLES FL)

FL

09/14/2007 - 08/22/2012

WELLS FARGO ADVISORS, LLC (NAPLES FL)

CT

07/31/1993 - 09/25/2007

CITIGROUP GLOBAL MARKETS INC. (WEST HARTFORD CT)

NY

10/18/1983 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

08/22/1979 - 10/31/1983

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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Licenses & Designations

IA

Issued 08/08/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/27/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/30/1985

Series 15 - Foreign Currency Options Examination

BC

Issued 02/11/1985

Series 3 - National Commodity Futures Examination

BC

Issued 08/18/1979

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Meyer Cheikin. Review regulatory record here.
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