AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
GB

Guy B. Blackwell

Some features on this profile are disabled
CRD#: 1254134
GB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Guy Braxton Blackwell III, who also goes by (iii) Guy B Blackwell, Guy Braxton Blackwell,iii, was a registered financial professional .

Guy is a previously registered financial professional and started their career in finance in 1984. Guy had worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


(iii) Guy B Blackwell | Guy Braxton Blackwell,iii

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 15, 2008 - October 3, 2019

HERBERT J. SIMS CAPITAL MANAGEMENT, INC.

RIA
CRD#: 134510
ISELIN, NJ
Past

September 22, 2006 - October 3, 2019

HERBERT J. SIMS & CO, INC.

BD
CRD#: 3420
ISELIN, NJ
Past

November 16, 2005 - September 26, 2006

S.W. BACH & COMPANY

RIA
CRD#: 43522
NEW YORK, NY
Past

November 16, 2005 - September 26, 2006

S.W. BACH & COMPANY

BD
CRD#: 43522
NEW YORK, NY
Past

November 1, 2001 - December 5, 2005

KIRLIN SECURITIES INC.

BD
CRD#: 21210
SYOSSET, NY
Past

October 13, 2000 - May 3, 2001

BERGEN CAPITAL, INC.

BD
CRD#: 46348
HASBROUCK HEIGHTS, NJ
Past

May 11, 2000 - July 25, 2000

STOEVER, GLASS & COMPANY INC.

BD
CRD#: 7031
NEW YORK, NY
Past

November 19, 1999 - January 20, 2000

SCHNEIDER SECURITIES, INC.

BD
CRD#: 16434
DENVER, CO
Past

March 17, 1995 - June 28, 1999

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

August 16, 1994 - March 24, 1995

GMS GROUP

BD
CRD#: 8000
EAST HANOVER, NJ
Past

March 17, 1993 - August 30, 1994

FIRST INTERREGIONAL EQUITY CORP.

BD
CRD#: 7486
MILBURN, NJ
Past

August 29, 1990 - August 2, 1991

MILLER TABAK HIRSCH & CO.

BD
CRD#: 10384
NEW YORK, NY
Past

July 26, 1984 - January 8, 1990

EDELMAN SECURITIES COMPANY, L.P.

BD
CRD#: 7381
NEW YORK, NY

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HJ
HERBERT J. SIMS CAPITAL MANAGEMENT, INC.
HERBERT J. SIM CAPITAL MANAGEMENT INC. | HERBERT J. SIMS CAPITAL MANAGEMENT, INC.

CRD#: 134510 / SEC#: 801-124853

RIA
Registered Investment Advisory firm - (5/2/2022 Approved)
Connecticut
Registered Investment Advisory firm - (6/1/2022 Terminated)
Florida
Registered Investment Advisory firm - (5/17/2022 Terminated)
Louisiana
Registered Investment Advisory firm - (3/12/2025 Terminated)
Maryland
Registered Investment Advisory firm - (5/23/2022 Terminated)
Minnesota
Registered Investment Advisory firm - (6/3/2022 Terminated)
New Jersey
Registered Investment Advisory firm - (5/19/2022 Terminated)
North Carolina
Registered Investment Advisory firm - (5/20/2022 Terminated)
Puerto Rico
Registered Investment Advisory firm - (5/17/2022 Terminated)
Texas
Registered Investment Advisory firm - (5/17/2022 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 11/3/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


HJ
HERBERT J. SIMS CAPITAL MANAGEMENT, INC.
HERBERT J. SIM CAPITAL MANAGEMENT INC. | HERBERT J. SIMS CAPITAL MANAGEMENT, INC.

CRD#: 134510 / SEC#: 801-124853

RIA
Registered Investment Advisory firm - (5/2/2022 Approved)
Connecticut
Registered Investment Advisory firm - (6/1/2022 Terminated)
Florida
Registered Investment Advisory firm - (5/17/2022 Terminated)
Louisiana
Registered Investment Advisory firm - (3/12/2025 Terminated)
Maryland
Registered Investment Advisory firm - (5/23/2022 Terminated)
Minnesota
Registered Investment Advisory firm - (6/3/2022 Terminated)
New Jersey
Registered Investment Advisory firm - (5/19/2022 Terminated)
North Carolina
Registered Investment Advisory firm - (5/20/2022 Terminated)
Puerto Rico
Registered Investment Advisory firm - (5/17/2022 Terminated)
Texas
Registered Investment Advisory firm - (5/17/2022 Terminated)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
2150 Post Road Suite 301, Fairfield, CT 06824
Mailing Address
Phone number
(203) 418-9000
Established
Firm type
Fiscal year end
# of Employees
30

SEC notice filing (14 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HJSCM ANNUAL 2A BROCHURE_MARCH 31, 2025 FINAL (3/27/2025)

Regulatory assets under management


Total Number of Accounts374
AUM (Assets Under Management)$ 186,784,367

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HERBERT J. SIMS CAPITAL MANAGEMENT, INC.

CRD#: 134510

TRUST BUT VERIFY

Monitor Guy Blackwell

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics