AV
AV

Alejandro Michael Viteri

19 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
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
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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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Other Business Activities

Alejandro is an investment adviser representative of HJ Sims Capital Management, dedicating minimal time to this role. The firm provides investment management services to high-net-worth individuals and related entities.

Employment History
Current Registrations
Herbert J. Sims Capital Management, INC.
June 2024 - Present · 1 yr 8 mos
Herbert J. Sims & CO, INC.Broker
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Stoever Glass Wealth Management, INC.
August 2022 - June 2024 · 1 yr 10 mos
Stoever, Glass & Company INC.Broker
December 2014 - June 2024 · 9 yrs 6 mos
Seidel & CO., LLCBroker
May 2006 - December 2014 · 8 yrs 7 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.