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Michael Reed Torre

Herbert J. Sims Capital Management, Inc.

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About Michael Reed Torre

Michael Reed Torre is a financial advisor who has been in the industry for over 25 years. He is currently registered with Herbert J. Sims Capital Management, Inc. and has previously worked for Oppenheimer & Co. Inc., UBS Financial Services Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael is a licensed investment advisor representative and specializes in providing financial planning and investment management services to high-net-worth individuals, businesses, and other entities. He is a dedicated professional with extensive experience in the financial industry.

Firm Information

Michael Torre 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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Michael Torre’s Registration & Firm History

FL

07/30/2021 - Present

Herbert J. Sims Capital Management, Inc. (Jupiter FL)

FL

09/18/2009 - 12/24/2020

OPPENHEIMER & CO. INC. (PALM BEACH GARDENS FL)

NY

06/01/2001 - 09/22/2009

UBS FINANCIAL SERVICES INC. (NEW YORK NY)

NY

03/12/1998 - 06/07/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/15/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/20/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Michael Reed Torre. Review regulatory record here.
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