MC
Meyer Cheikin
HERBERT J. SIMS CAPITAL MANAGEMENT
Fairfield, CT 06824
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CRD#: 869974
MC
Professional summary
Meyer Cheikin is a registered financial advisor currently at HERBERT J. SIMS CAPITAL MANAGEMENT, INC. located in Fairfield, Connecticut and HERBERT J. SIMS & CO, INC. located in Boca Raton, Florida.
Meyer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1979. Meyer has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 15, Series 3 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Meyer Cheikin is an investment adviser representative of HJ Sims Capital Management ("HJSCM"), a SEC registered investment advisor and wholly owned subsidiary of HJ Sims Co., Inc. HJSCM primarily provides customized investment management services to high-net-worth individuals and associated trusts, estates, pension and profit-sharing plans, and other legal entities. Mr. Cheikin began his association with HJSCM in January 2016 and devotes approximately 70% of his time to HJSCM and 5% to insurance business.
CRS (Client Relationship Summary) - RIA
Click below to view Meyer Cheikin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 4, 2016 - Present
HERBERT J. SIMS CAPITAL MANAGEMENT, INC.
Office #1: 2150 Post Road Suite 301, Fairfield, CT 06824RIA
CRD#: 134510
Fairfield, CT
Current
January 4, 2016 - Present
HERBERT J. SIMS & CO, INC.
Office #1: 2700 N. Military Trail #400, Boca Raton, FL 33431BD
CRD#: 3420
Boca Raton, FL
Past
August 20, 2012 - January 6, 2016
WESTPORT RESOURCES MANAGEMENT INC
RIA
CRD#: 105306
NAPLES, FL
Past
August 20, 2012 - January 6, 2016
SMH CAPITAL INVESTMENTS LLC
BD
CRD#: 24535
NAPLES, FL
Past
September 14, 2007 - August 22, 2012
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
NAPLES, FL
Past
September 14, 2007 - August 22, 2012
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
NAPLES, FL
Past
July 31, 1993 - September 25, 2007
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
WEST HARTFORD, CT
Past
January 9, 1991 - September 25, 2007
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
WEST HARTFORD, CT
Past
October 18, 1983 - July 31, 1993
LEHMAN BROTHERS INC.
BD
CRD#: 7506
NEW YORK, NY
Past
August 22, 1979 - October 31, 1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(9/28/2018)
RR
Colorado(1/4/2016)
RR
Connecticut(1/4/2016)
IAR
Connecticut(1/4/2016)
RR
District of Columbia(12/2/2021)
RR
Florida(1/4/2016)
IAR
Florida(1/21/2016)
RR
Georgia(1/5/2015)
RR
Indiana(1/6/2021)
RR
Maine(2/5/2016)
RR
Maryland(1/4/2016)
IAR
Maryland(5/19/2022)
RR
Massachusetts(1/6/2016)
IAR
Massachusetts(7/18/2023)
RR
Minnesota(1/19/2022)
RR
Nevada(6/2/2022)
RR
New Jersey(1/4/2016)
IAR
New Jersey(6/15/2023)
RR
New York(1/4/2016)
IAR
New York(5/24/2022)
RR
North Carolina(1/4/2016)
IAR
North Carolina(7/30/2021)
RR
Ohio(1/4/2016)
RR
Pennsylvania(1/4/2016)
RR
Rhode Island(4/10/2023)
RR
South Carolina(1/4/2021)
RR
Texas(3/8/2016)
RR
Virginia(2/18/2025)
RR
Wisconsin(12/1/2022)
RR
Wyoming(11/12/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 15
Date: 4/30/1985
Foreign Currency Options ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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
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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)
Regulatory assets under management
| Total Number of Accounts | 374 |
| 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.
