Meyer Cheikin

CRD No. 869974

101 North Federal Highway, Suite 501
Boca Raton, FL  33432

561-620-2122

800-447-1201

[email protected]

Herbert J. Sims Capital Management, Inc.

CRD No. 134510

2150 Post Road, Suite 301
Fairfield, CT 06824

203-418-9000

March 2024

This Brochure Supplement provides information about Meyer Cheikin that supplements the Herbert J. Sims Capital Management, Inc. Firm Brochure. You should have received a copy of that Brochure. Please contact our Chief Compliance Officer at (800) 527-6425 if you did not receive Herbert J. Sims Capital Management’s Brochure or if you have any questions about the contents of this supplement.

Additional information about Meyer Cheikin is available on the SEC’s website at www.adviserinfo.sec.gov.

Item 2 - Educational Background and Business Experience

Year of Birth: 1943

Formal education after high school: Graduated from University of New Haven with a B.S. in Quantitative Analysis and the Naval Science Institute at Yale University, as well spent the next seven years as an Officer and Pilot in the U.S. Navy.

Business background: Meyer Cheikin has been in the financial services industry since 1979. Joined Smith Barney, where he worked for 26 years as a Financial Advisor. Mr. Cheikin, then went on to move his financial practice to Wells Fargo Advisors in Naples, Florida. In 2012 joined a local advisory practice in Westport Resources, LLC as a Senior Vice President in till December 2015. Mr. Cheikin, is currently employed as Senior Vice President, Private Client Advisor with HJ Sims since January 2016 in the firms Boca Raton office.

Item 3 - Disciplinary Information

No information or events have occurred that are applicable to this Item covering the previous ten (10) years. Registered investment advisors are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of each supervised person providing investment advice. Additional details about disciplinary event can be found at www.finra.org/brokercheck.

Item 4 - Other Business Activities

Meyer Cheikin is a registered representative and employee with Herbert J. Sims & Co., Inc. (HJS), which is a securities broker-dealer registered with Financial Industry Regulatory Authority (FINRA) and an introducing broker/dealer, registered with the National Futures Association (NFA). In his capacity as a registered representative Meyer Cheikin may recommend securities products and advisory services for compensation. This could present a conflict of interest to the extent Meyer Cheikin could receive fees and/or commissions and other forms of compensation that may vary from product to product (including 12b-1 trails from mutual fund products) if the client chooses to implement recommendations made while acting in his capacity as a registered representative of HJS.

The details of HJSCMs’ advisory accounts and services are fully disclosed in HJSCM’s Form ADV. Meyer Cheikin spends approximately 70% of his time on such duties. Therefore, the primary business of Meyer Cheikin is providing advisory services through Herbert J. Sims Capital Management, Inc. The client is under no obligation to purchase non-advisory products or services Meyer Cheikin recommends.

Meyer Cheikin as a registered representative may have incentive to recommend certain products rather than others, based on compensation received. This potential conflict of interest is addressed by HJS through communications of disclosure to clients and supervision and training of advisory representatives.

Meyer Cheikin is a licensed insurance agent authorized to sell insurance products of various insurance companies. This could present a potential conflict of interest as he could receive commissions for selling these products. The client is under no obligation to purchase products Meyer Cheikin may recommend, nor are you obligated to purchase those products through him. Approximately 5% of his time is spent on insurance products.

Item 5 - Additional Compensation

Meyer Cheikin is subject to policies that prohibit the acceptance of gifts and entertainment that may influence the nature of the investment advice provided to clients. Consistent with these policies, Meyer Cheikin is permitted to receive gifts of up to $100.

Additionally, Meyer Cheikin is subject to disclosing if he receives bonuses based on the number or amount of sales, client referrals or new accounts. Currently no such bonuses occur based on such activities or events.

Item 6 - Supervision

Meyer Cheikin conduct and activities with the public are supervised by a designated supervisory manager of HJS at or through the local branch office location, regional office and/or the Home Office. This supervision takes place through personal observation, electronic monitoring and the review of written materials and/or other appropriate practices. Additionally, ongoing advisory account reviews occur with each client, monthly, quarterly, or at least annually.

Supervisor’s Name and Title: Jonathan Jarow, Private Wealth Management Group Co-Head, Managing Director

Supervisor’s Telephone Number: 561-620-2153

Item 7 Requirements for State-Registered Advisers

In addition to the information and events listed above, additional disclosure is required by state securities authorities.

Meyer Cheikin has not been found liable or involved in an arbitration claim or a civil, self- regulatory, or administrative proceeding involving any of the following: investments or investment advisory related; fraud, false statement or omission; theft, embezzlement or other wrongful taking of property; bribery, forgery, counterfeiting, or extortion; or dishonest, unfair, or unethical practices.

Meyer Cheikin has not been found liable in a civil, self-regulatory organization, or administrative proceeding involving any of the following: an investment or an investment- related business or activity; fraud, false statement(s), or omissions; theft, embezzlement, or other wrongful taking of property; bribery, forgery, counterfeiting, or extortion; or dishonest, unfair, or unethical practices. Additionally, Meyer Cheikin has not been the subject of a bankruptcy petition.

Herbert J. Sims Capital Management, Inc.
Form ADV Part 2B- Brochure Supplement

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