Dana Lynn Green
Investment adviser representative at Herbert J. Sims Capital Management, Inc.
23 yearsExperience
4 statesRegistered in
$436.9MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Herbert J. Sims Capital Management, Inc.Aug 2021 to now
- Herbert J. Sims & Co., Inc.Jun 2021 to now
- Janney Montgomery Scott LLCJul 2020 to Jun 2021
- UnemployedMar 2020 to Jul 2020
- David Lerner AssociatesAug 2019 to Mar 2020
- Apple InsuranceOct 2018 to Jul 2019
- UnemployedMar 2003 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 4 states (FL, MA, NC, NJ).
Herbert J. Sims Capital Management, Inc.
$436.9MAssets managed
350Clients
37Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2237645
- Firm CRD
- 134510