HERBERT J. SIMS & CO, INC.

Broker-DealerFINRA MemberEst. 1946
Total AUM
Advisory reps
91
Avg account
$0

Firm details

Headquarters
FAIRFIELD, Connecticut
CRD number
3420
Registered since
February 28, 1946
Website
hjsims.com

Firm profile

FINTRX

Overview

Herbert J. Sims & Co., Inc. is recorded as a corporate investment bank that first registered with the SEC in 1946. FINTRX classifies ownership as a domestic entity/individual and notes the firm is not organized as a capital allocator. The profile indicates Herbert J. Sims & Co., Inc. is not an active ESG investor, is not listed as a multi-state adviser, and is not identified as a pension consultant or a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Valerie Hebert

    Chief Compliance OfficerCRD 4007252

Contacts

3 of 90
  • James Deleray

    AnalystCRD 7498208

  • JOSEPH TEIFER

    Senior Vice PresidentCRD 4837464

  • STEPHEN ANDERSON

    BankerCRD 4698909

Unlock 87 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

FAIRFIELD, CT

FAIRFIELD

Location

FAIRFIELD, CT

Headquartered in FAIRFIELD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
2150 Post Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth