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 located in Boston, Massachusetts. Currently an advisor with Fidelity Personal And Workplace Advisors, they have accrued 13 years of work experience. Sim has a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Sim is able to operate in New Jersey and Texas. Their career trajectory has included 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. Fidelity Personal And Workplace Advisors is headquartered in Boston, Massachusetts, and has 25 additional brick-and-mortar locations across the United States. In total, Fidelity Personal And Workplace Advisors oversees $338 billion in assets across 914,878 accounts and retains more than 6,722 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 24% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Fidelity Personal And Workplace Advisors can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

14 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 14 years of experience.

2018 - Present (2 years)

Fidelity Personal And Workplace Advisors

2012 - Present (8 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.

Financial Advisors at Fidelity Personal And Workplace Advisors

Hedy Zahran
Bridgewater, NJ
Anthony Antinori
Boston, MA
Eric Callahan
Boston, MA
Sarah Sherman
Boston, MA
Bryce Martin
Boston, MA
Earnest Jackson
Boston, MA
Shannon Kelly
Boston, MA
Brandon Matthews
Boston, MA

This content was compiled from the SEC and FINRA.

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