Robert
Sim

Fidelity Personal And Workplace Advisors

CRD#4926563
Investment Advisor
in Boston, MA
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About this Advisor

Robert Sim is a certified financial planner who works out of Boston, Massachusetts, who has 12 years in the industry. Sim is an employee of Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at Signator Investors, Inc, Diversified Financial Consultants, LLC, Wells Fargo Advisors LLC, Benjamin F. Edwards & Co., Inc, Fidelity Investments and Fidelity Personal And Workplace Advisors. Sim holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in New Jersey and Texas. Fidelity Personal And Workplace Advisors is an advisory firm headquartered in Boston, Massachusetts. It has offices in 25 locations and a total of 6,485 financial advisors. It administers $345 billion in total assets between its 858,130 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves seven charities and foundations. Of its 858,130 accounts, 68% belong to high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fee types billed by Fidelity Personal And Workplace Advisors most likely include some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

245 Summer Street, V2A
Boston, MA 02210

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Fidelity Personal And Workplace Advisors Brokerage Details

Total Assets Under Management

$338,001,104,173

MA Average: $16,012,751,954
Total Number of Employees

6,722

MA Average: 118
Total Number of Accounts

914,878

MA Average: 4,567
Average Account Size

$369,449

MA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Robert Sim Work History

Robert has 12 years of experience.

2018 - Present (1 year)

Fidelity Personal And Workplace Advisors

2012 - Present (7 years)

Fidelity Investments

2011 - 2012 (1 year)

Benjamin F. Edwards & Co., Inc

2010 - 2011 (1 year)

Wells Fargo Advisors LLC

2006 - 2010 (4 years)

Signator Investors, Inc

2006 - 2010 (4 years)

Diversified Financial Consultants, LLC

Disclosures

Robert Sim has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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