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Paul John Dearce

Herbert J. Sims Capital Management, Inc.

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About Paul John Dearce

Paul Dearce is a financial advisor with over 30 years of experience in the industry. Paul joined Herbert J. Sims Capital Management, Inc. in 2021 after spending years at David Lerner Associates, Inc. He has a strong track record of providing investment advice to a diverse range of clients, including high-net-worth individuals, corporations, and charitable organizations. Paul holds the Series 7, Series 24, Series 63, and Series 66 licenses, and is a registered investment advisor in Connecticut and Florida.

Firm Information

Paul Dearce 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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Paul Dearce’s Registration & Firm History

CT

09/24/2021 - Present

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

FL

04/14/1994 - 09/07/2021

DAVID LERNER ASSOCIATES, INC. (BOCA RATON FL)

NA

09/22/1993 - 01/06/1994

REICH & CO., INC.

NY

12/22/1987 - 09/03/1993

DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)

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Licenses & Designations

BOTH

Issued 01/16/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/16/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/03/1991

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul John Dearce.
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