Unclaimed Profile

Valerie Hebert

HERBERT J. SIMS CAPITAL MANAGEMENT, INC.·FAIRFIELD, Connecticut

HERBERT J. SIMS CAPITAL MANAGEMENT, INC.

2150 POST ROAD, FAIRFIELD, CT 06824CRD# 4007252Firm CRD# 134510

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Valerie Hebert · FAIRFIELD, CT

Registration

CRD #4007252 · HERBERT J. SIMS CAPITAL MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Valerie Hebert is a registered financial advisor based in FAIRFIELD, Connecticut, affiliated with HERBERT J. SIMS CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

HERBERT J. SIMS CAPITAL MANAGEMENT, INC.

AUM

$147M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HERBERT J. SIMS CAPITAL MANAGEMENT, INC. →

Services

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4007252

Firm CRD# 134510

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Valerie Hebert offer?

Valerie Hebert specializes in Investment Management, Fee-Only Advisory. Contact their office in FAIRFIELD, Connecticut for a consultation.

What are Valerie Hebert's credentials?

Valerie Hebert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Valerie Hebert located?

Valerie Hebert is based in FAIRFIELD, Connecticut, working with HERBERT J. SIMS CAPITAL MANAGEMENT, INC.. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.

How does Valerie Hebert charge for services?

Valerie Hebert's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HERBERT J. SIMS CAPITAL MANAGEMENT, INC.?

HERBERT J. SIMS CAPITAL MANAGEMENT, INC. has approximately 30 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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