Meyer Cheikin has been an investment adviser representative at Herbert J. Sims Capital Management since January 2016, and is not listed among the firm’s executive officers or direct owners. Meyer Cheikin holds a Bachelor of Science in Quantitative Analysis from the University of New Haven.
Herbert J. Sims Capital Management, Inc. is a Fairfield, CT firm with $437M under management, 350 clients and 25 advisers across 5 offices, as of its April 2026 filing.
Meyer Cheikin is Senior Vice President of HJ Sims, based in Boca Raton, FL. He has over 40 years of experience in financial services, beginning at Merrill Lynch and moving to Smith Barney in 1982. He later moved his practice to Wells Fargo (formerly Wachovia Securities), joined Westport Resources Investment Services in 2012, and joined HJ Sims in 2016.
Meyer Cheikin’s longest registration was 16 years at Citigroup Global Markets Inc. (1991–2007). Before joining Herbert J. Sims Capital Management in 2016, Meyer Cheikin was registered through Westport Resources Management Inc and Wells Fargo Advisors, LLC.
- – present · 10 yearsBoca Raton, FL · Adviser representative · Firm CRD 134510
- Westport Resources Management Inc– · 3 yearsNaples, FL · Adviser representative · Firm CRD 105306
- Wells Fargo Advisors, LLC– · 4 yearsNaples, FL · Adviser representative · Firm CRD 19616
- Citigroup Global Markets Inc.– · 16 yearsWest Hartford, CT · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
Meyer Cheikin is registered as an investment adviser representative in 7 states. The first approvals date from January 2016; the most recent is Massachusetts, in July 2023.
- ConnecticutSince 4 January 2016
- FloridaSince 21 January 2016
- MarylandSince 19 May 2022
- MassachusettsSince 18 July 2023
- New JerseySince 15 June 2023
- New YorkSince 24 May 2022
- North CarolinaSince 30 July 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 8 August 1994 |
| Series 15 | Foreign Currency Options Examination | 30 April 1985 |
| Series 3 | National Commodity Futures Examination | 11 February 1985 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 January 1984 |
| Series 7 | General Securities Representative Examination | 18 August 1979 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Foreign Currency Options Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 869974
- Firm
- Herbert J. Sims Capital Management · CRD 134510
- Office
- 2700 N MILITARY TRAIL, SUITE 400, Boca Raton, FL 33431
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 1979
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- hjsims.com
Where does Meyer Cheikin work?
Meyer Cheikin is an investment adviser representative registered through Herbert J. Sims Capital Management, Inc. since January 2016, and is not listed among the firm’s executive officers or direct owners.
Is Meyer Cheikin a financial advisor?
Yes. Meyer Cheikin has a current investment-adviser registration in Connecticut, Florida, Maryland, Massachusetts, New Jersey, New York and North Carolina, through Herbert J. Sims Capital Management since January 2016.
How many years of experience does Meyer Cheikin have?
Meyer Cheikin has 47 years in the financial industry, since August 1979, across 4 adviser firms.
What exams has Meyer Cheikin passed?
Meyer Cheikin has passed 5 licensing exams: the Series 7, Series 63, Series 3, Series 15 and Series 65. The earliest, the Series 7, was passed in August 1979. FINRA credited Meyer Cheikin with the SIE, which began in October 2018.
Where did Meyer Cheikin work before Herbert J. Sims Capital Management?
Before Herbert J. Sims Capital Management, Meyer Cheikin was registered through Wells Fargo Advisors, LLC, September 2007 to August 2012; Citigroup Global Markets Inc., January 1991 to September 2007.
Where is Meyer Cheikin based?
Meyer Cheikin’s registered office is in Boca Raton, FL.
Is Meyer Cheikin registered with FINRA?
Yes. Meyer Cheikin has a current broker registration, under CRD 869974.
Source: FINRA BrokerCheck
How can I verify Meyer Cheikin’s record?
Search CRD 869974 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Meyer Cheikin’s full registration record.
