Robert Simons (CRD# 6860753) is an Investment Advisor Representative working at Madison Avenue Securities, LLC in Brielle, NJ and has over 6 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Madison Avenue Securities | San Diego, CA | Apr 2024 - Current | < 1 |
| William Skillender Wealth Management Tax Advisory | Brielle, NJ | Apr 2024 - Current | < 1 |
| Mon Alyssa's Restaurant | Point Pleasant, NJ | Aug 2020 - Current | 3 |
| Davidson Wealth Management | Manalapan, NJ | Mar 2019 - Apr 2024 | 5 |
| Osaic Wealth Inc Formally Known As Royal Alliance | Manalapan, NJ | Feb 2019 - Apr 2024 | 5 |
| Morgan Stanley Private Bank, N.a. | New York, NY | Dec 2018 - Feb 2019 | < 1 |
| Morgan Stanley | Toms River, NJ | Nov 2018 - Feb 2019 | < 1 |
| Brooks Brothers | Tinton Falls, NJ | Oct 2017 - Feb 2019 | 1 |
| Santander Securities, LLC | Dorchester, MA | Sep 2017 - Nov 2018 | 1 |
| Santander Bank N.a. | Boston, MA | Mar 2015 - Nov 2018 | 3 |
| Wells Fargo | Bayville, NJ | Sep 2013 - Jan 2015 | 1 |
| Stop And Shop | Point Pleasant, NJ | Sep 2012 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2017 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- NJ
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Total Assets Under Management1,824MILLIONS
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Total Number of Accounts13,989ACCOUNTS
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Average Account Value$130,398
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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