Raymond James Financial Services Advisors
45yrs
Top advisor by experience in Shrewsbury
9yrs
Based in Shrewsbury, New Jersey, Robert Simons is a fiduciary financial advisor with 9 years of industry experience. Robert joined Morgan Stanley in 2025, after a year at Madison Avenue Securities and two years at Osaic Wealth. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 137 advisors with offices in Shrewsbury, and one of 131 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office1030 Broad Street 3rd Floor, Shrewsbury, NJ 07702
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther 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.
Career
- Feb 2025 – nowMorgan StanleyCurrent firm
- Apr 2024 – Feb 2025Madison Avenue Securities, LLCPreviously
- Aug 2022 – Apr 2024Osaic Wealth, Inc.Previously
Contact Robert
1030 Broad Street 3rd FloorShrewsbury, NJ 07702Office · Get directions Firm main line(914) 225-5510Headquarters: Morgan Stanley · Purchase, NY Firm websitewww.morganstanley.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
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?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Morgan Stanley at (914) 225-5510 and ask for Robert Simons. Robert works from the Shrewsbury, NJ office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Robert hold?
Series 63, Series 65. 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?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, 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.
Other advisors nearby
Morgan Stanley
45yrs
Top 1% by experience in Shrewsbury
Stifel, Nicolaus & Company
44yrs
Top 1% by experience in New Jersey
Morgan Stanley
43yrs
Top 2% by experience in New Jersey
Stifel, Nicolaus & Company
43yrs
Top 2% by experience in New Jersey
Morgan Stanley
42yrs
Top 2% by experience in New Jersey