ROBERT MAURICE SIMON is an investment adviser representative (IAR) with state registration records since 2007, appearing at 3 firms. Currently registered with WAVERLY ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WAVERLY ADVISORS, LLC | 2024-08-06 | present | Yes |
| RIVER CAPITAL ADVISORS, LC | 2011-10-14 | 2024-11-21 | — |
| WESSEL INVESTMENT COUNSEL, L.L.C. | 2007-08-17 | 2010-06-09 | — |