ROBERT T. SIM is an investment adviser representative (IAR) with state registration records since 2005, appearing at 8 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2013-01-07 | 2018-07-13 | — |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 2011-08-05 | 2012-12-21 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2010-05-10 | 2011-05-20 | — |
| DIVERSIFIED, LLC | 2007-06-13 | 2010-02-19 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2006-03-08 | 2006-10-05 | — |
| ADVEST, INC. | 2005-07-28 | 2006-03-08 | — |
| MORGAN STANLEY DW INC. | 2005-07-08 | 2005-07-22 | — |