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Gayl Ann Mileszko

Herbert J. Sims Capital Management, INC.
8 Years of Experience
Broker
View SEC Summary
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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
Herbert J. Sims Capital Management, INC.
Compensation
Fee-Only (AUM)
Firm Size
38 advisors
Number of Clients
221 clients
Average Client Portfolio
$845K average
Assets Under Management
$186.8M

Fee Structure

Minimum Investment:$50K

Location

2150 Post Road, Suite 301, Fairfield, CT, 06824

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Herbert J. Sims Capital Management, INC.
August 2021 - Present · 4 yrs 6 mos
Herbert J. Sims & CO, INC.Broker
January 2018 - Present · 8 yrs 1 mo
Previous Registrations
Braintree Capital Partners, LLC
November 2017 - November 2019 · 2 yrs
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.