Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
43yrs
Meyer Cheikin
Financial advisor at Herbert J. Sims Capital Management
Meyer Cheikin has worked in the financial industry for 43 years and is a fiduciary financial advisor based in Boca Raton, Florida. After three years at Westport Resources Management and five years at Wells Fargo Advisors, Meyer joined Herbert J. Sims Capital Management in 2016, a firm offering financial planning, investment management, and selecting outside investment managers. Herbert J. Sims Capital Management reports being paid through a percentage of assets.
One of 1651 advisors with offices in Boca Raton, and one of 1499 fiduciaries.
At a glance
Experience43 years (since 1984)
How that compares ?Top 2% by experience in Florida
Office2700 N Military Trail, Suite 400, Boca Raton, FL 33431
How the firm is paid ?Percent of assets
Typical client at the firm ?$1.22 million
Advisors at the firm37
States licensed ?1 state
Services through Herbert J. Sims Capital Management
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowHerbert J. Sims Capital Management, Inc.Current firm
- 2012 – 2016Westport Resources Management Inc.Previously
- 2007 – 2012Wells Fargo Clearing Services, LLCPreviously
- 1991 – 2007Citigroup Global Markets Inc.Previously
Questions to ask Meyer
Tailored to Meyer’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Meyer
How do I contact Meyer?
Call Herbert J. Sims Capital Management at (203) 418-9000 and ask for Meyer Cheikin. Meyer works from the Boca Raton, FL office.
How long has Meyer been a financial advisor?
Meyer has been in the industry since 1984, about 43 years. Top 2% by experience in Florida.
What licenses does Meyer hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Meyer a fiduciary?
Meyer is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Meyer paid?
Herbert J. Sims Capital Management reports being paid by a percentage of the assets they manage. Ask Meyer for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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