Raymond James Financial Services Advisors
45yrs
Top advisor by experience in Shrewsbury
21yrs
Based in Shrewsbury, New Jersey, Robert Sim is a fiduciary financial advisor with 21 years of industry experience. Robert has been with Strategic Advisers since 2025; before that, Robert spent seven years at Fidelity Personal and Workplace Advisors and a year at Benjamin F. Edwards & Company. Robert holds the CFP® designation.
One of 137 advisors with offices in Shrewsbury, and one of 131 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?Top 12% by experience at Strategic Advisers
Office530 Route 35, Shrewsbury, NJ 07702
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2013 – 2018Strategic Advisers LLCPreviously
- Aug 2011 – Dec 2012Benjamin F. Edwards & Company, Inc.Previously
- May 2010 – May 2011Wells Fargo Clearing Services, LLCPreviously
- 2007 – 2010Diversified, LLCPreviously
- Mar 2006 – Oct 2006MerrillPreviously
- Jul 2005 – Mar 2006Advest, Inc.Previously
Earlier career (1 more)
- Jul 2005 – Jul 2005Morgan Stanley DW Inc.Previously
Contact Robert
(617) 563-7000Firm headquarters in Boston, MA. Ask for Robert. 530 Route 35Shrewsbury, NJ 07702Office · Get directions
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- 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
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About Robert
How do I contact Robert?
Call Strategic Advisers at (617) 563-7000 and ask for Robert Sim. Robert works from the Shrewsbury, NJ office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2005, about 21 years. Top 12% by experience at Strategic Advisers.
What licenses does Robert hold?
Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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