RS
RS

Robert Simons

8 Years of Experience
Shrewsbury, NJ
Broker

Robert Simons is a registered investment advisor at Morgan Stanley, based in Shrewsbury, NJ, with 8 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

1030 Broad Street 3rd Floor, Shrewsbury, NJ, 07702

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Robert works at Alyssa's Restaurant and Pizzeria as an employee, providing labor and service. This takes about half of his time after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
February 2025 - Present · 1 yr 3 mos
Morgan Stanley
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Madison Avenue Securities, LLC
April 2024 - February 2025 · 10 mos
Madison Avenue Securities, LLCBroker
April 2024 - February 2025 · 10 mos
Osaic Wealth, INC.
August 2022 - April 2024 · 1 yr 8 mos
Osaic Wealth, INC.Broker
March 2019 - April 2024 · 5 yrs 1 mo
Morgan StanleyBroker
December 2018 - January 2019 · 1 mo
Santander Securities LLCBroker
October 2017 - November 2018 · 1 yr 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.