Global Retirement Partners
46yrs
Top advisor by experience at Global Retirement Partners
43yrs
Robert E Simon
Financial advisor at Wells Fargo Advisors
Robert E Simon is a financial advisor in Allentown, Pennsylvania, with 43 years in the industry. After ten years at Morgan Stanley, Robert joined Wells Fargo Advisors in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
At a glance
Experience43 years (since 1983)
How that compares ?Top 1% by experience nationwide
Office4905 W Tilghman St Suite 350 [Da-Rbo], Allentown, PA 18104
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2024 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2013 – 2023Morgan StanleyPreviously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Wells Fargo Advisors at 314-875-3000 and ask for Robert E Simon. Robert works from the Allentown, PA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1983, about 43 years. Top 1% by experience nationwide.
What licenses does Robert hold?
Series 63. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Robert paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Robert for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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