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Gayl Ann Mileszko

Investment adviser representative at Herbert J. Sims Capital Management, Inc.
18 yearsExperience
1 stateRegistered 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

18 years in the industry.

  1. Herbert J. Sims Capital Management, Inc.Aug 2021 to now
  2. Herbert J. Sims & Co, IncAug 2019 to now
  3. Braintree Capital Partners, LLCMay 2008 to Nov 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
2488865
Firm CRD
134510
Advisor's SEC record (opens in a new tab)
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