AdFi
GE

Gregory Edward Barr

Investment Adviser Representative at HERBERT J. SIMS CAPITAL MANAGEMENT, INC.

Boca Raton, FLCRD #1312703Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
41 yrs
States Registered
1 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Gregory Edward Barr has worked in the securities industry since 1985. They are registered to provide investment advisory services in Florida.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Florida
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 9/26/2018
Series 66
Uniform Combined State Law Examination
Passed 8/3/2016
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 7/1/2003
Series 7
General Securities Representative Examination
Passed 12/15/1984

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$50,000 – $500,0002.50%
$500,001 – $1,000,0002.00%
$1,000,001 – $2,500,0001.75%
$2,500,001 – $5,000,0001.50%
Over $5,000,0011.25%
Account minimum: $50,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Herbert J. SIMS Capital Management, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

HERBERT J. SIMS CAPITAL MANAGEMENT, INC.Current
1/16/2025Boca Raton, FL
STOEVER GLASS WEALTH MANAGEMENT, INC.
3/9/20201/13/2025Boca Raton, FL
AMERICAN ASSET MANAGEMENT INC.
11/3/20163/5/2020Boca Raton, FL
RAYMOND JAMES & ASSOCIATES, INC.
7/25/20147/25/2016Boca Raton, FL
DEUTSCHE BANK SECURITIES INC.
3/29/20125/28/2014Palm Beach, FL
MORGAN STANLEY SMITH BARNEY LLC
6/1/20094/11/2012Boca Raton, FL
CITIGROUP GLOBAL MARKETS INC.
4/17/19916/1/2009Boca Raton, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at HERBERT J. SIMS CAPITAL MANAGEMENT, INC.

Showing 12 of 37 in the directory

View HERBERT J. SIMS CAPITAL MANAGEMENT, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gregory Edward Barr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Gregory Edward Barr - Financial Advisor in Boca Raton, FL | AdvisorFinder