CE
CE

Clifford David Edelmann

14 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

2700 N Military Trail Suite 400, Boca Raton, FL, 33431

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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

Clifford is an investment adviser representative of HJ Sims Capital Management, dedicating minimal time to this role. His primary business is providing brokerage services through a broker-dealer.

Employment History
Current Registrations
Herbert J. Sims Capital Management, INC.
January 2019 - Present · 7 yrs 1 mo
Herbert J. Sims & CO, INC.Broker
December 2010 - Present · 15 yrs 2 mos
State Registrations33 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.