Robert T. Sim

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

NJ RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

530 Route 35, Shrewsbury, NJ 07702-4139 • United States

Middletown, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Investments	Shrewsbury	NJ	12/2012	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

12/2012 → Present

Fidelity Investments

Shrewsbury, NJ
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Middletown, NJ

Shrewsbury, NJ
2013-01-07 → 2018-07-13

Strategic Advisers Llc

Shrewsbury, NJ
2011-08-05 → 2012-12-21

Benjamin F. Edwards & Company, Inc.

St. Louis, MO

Red Bank, NJ
2010-05-10 → 2011-05-20

Wells Fargo Clearing Services, Llc

Red Bank, NJ
2007-06-13 → 2010-02-19

Diversified, Llc

Wilmington, DE
2006-03-08 → 2006-10-05

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Eatontown, NJ

New York, NY
2005-07-28 → 2006-03-08

Advest, Inc.

Eatontown, NJ
2005-07-08 → 2005-07-22

Morgan Stanley Dw Inc.

Paramus, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-07-07

S66 Uniform Combined State Law Examination

2005-07-07

Designations

Other Names

Robert Thomas Sim

View on SEC IAPD

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