Robert
Simons
Morgan Stanley
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About this Advisor
Robert Simons is a financial advisor based in Shrewsbury, New Jersey, working with Morgan Stanley. Robert has previously held positions at Santander Bank N.A, Santander Securities, LLC, Brooks Brothers, Morgan Stanley, Morgan Stanley Private Bank, N.A, Osaic Wealth Inc Formally Known As Royal Alliance, Madison Avenue Securities, William Skillender Wealth Management Tax Advisory, Mon Alyssa'S Restaurant, and Davidson Wealth Management. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey and Texas. Currently, Robert is part of Morgan Stanley, which operates out of Shrewsbury, New Jersey. The firm has 627 offices and 29,200 employees. Morgan Stanley manages assets totaling $1.7 trillion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,650,015,946,338
29,200
2,539,760
$649,674
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Robert Simons Work History
Morgan Stanley
Madison Avenue Securities
William Skillender Wealth Management Tax Advisory
Mon Alyssa'S Restaurant
Osaic Wealth Inc Formally Known As Royal Alliance
Davidson Wealth Management
Morgan Stanley
Morgan Stanley Private Bank, N.A
Santander Securities, LLC
Brooks Brothers
Santander Bank N.A
Disclosures
Please visit the SEC profile of Robert Simons to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
Laguna Niguel, CA
Pasadena, CA
Pasadena, CA
Orland Park, IL
New York, NY
Atlanta, GA
Boca Raton, FL
Atlanta, GA
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