Robert Simon
Robert Simon is a registered investment advisor at Wells Fargo Advisors, based in Allentown, PA, with 42 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
4905 W Tilghman St Ste 350, [Da-Rbo], Allentown, PA, 18104
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2001Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Legg Mason Warren York, INC.Broker
Drexel Burnham Lambert IncorporatedBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Kasey DresteWells Fargo Advisors
- Terry SandercockWells Fargo Advisors
- James SlaskaWells Fargo Advisors
- Richard GerhartWells Fargo Advisors
- Michael LandisWells Fargo Advisors
- Dominec YannielloWells Fargo Advisors