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Timothy Elliott Iltz

Herbert J. Sims Capital Management, Inc.

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About Timothy Elliott Iltz

Timothy Elliott Iltz is a registered investment advisor with Herbert J. Sims Capital Management, Inc. Timothy has been in the industry since 2001 and holds the Series 7, Series 52, Series 63, and Series 65 licenses. Timothy has experience working for several firms in the industry, including Aquila Distributors LLC, D.A. Davidson & Co., Wedbush Securities Inc. and RBC Dain Rauscher Inc. Timothy is also a member of the investment committee for Parkinson’s Resource of Oregon. Timothy's current employment is with Herbert J. Sims Capital Management, Inc., a firm that offers portfolio management services for individuals and selection of other advisors.

Firm Information

Timothy Iltz 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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Timothy Iltz’s Registration & Firm History

NC

10/23/2024 - Present

Herbert J. Sims Capital Management, Inc. (Charlotte NC)

NY

03/15/2023 - 08/07/2024

AQUILA DISTRIBUTORS LLC (NEW YORK NY)

OR

04/25/2011 - 03/07/2023

D.A. DAVIDSON & CO. (PORTLAND OR)

OR

06/07/2005 - 04/27/2011

WEDBUSH SECURITIES INC. (PORTLAND OR)

NY

01/02/2002 - 06/20/2005

RBC DAIN RAUSCHER INC. (NEW YORK NY)

CA

11/16/2001 - 01/11/2002

SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 08/25/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/29/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/2003

Series 7 - General Securities Representative Examination

BC

Issued 05/21/2001

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Elliott Iltz.
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