Robert James Simons

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-02-27
TX	RA	APPROVED_RES	2025-02-27

Branch Locations

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

Organization	City	State	From	To
Santander Bank N.A.	Boston	MA	03/2015	11/2018
Santander Securities, Llc	Dorchester	MA	09/2017	11/2018
Brooks Brothers	Tinton Falls	NJ	10/2017	02/2019
Morgan Stanley	Toms River	NJ	11/2018	02/2019
Morgan Stanley Private Bank, N.A.	New York	NY	12/2018	02/2019
Osaic Wealth Inc Formally Known As Royal Alliance	Manalapan	NJ	02/2019	04/2024
Madison Avenue Securities	San Diego	CA	04/2024	02/2025
William Skillender Wealth Management Tax Advisory	Brielle	NJ	04/2024	02/2025
Mon Alyssa's Restaurant	Point Pleasant	NJ	08/2020	Present
Davidson Wealth Management	Manalapan	NJ	03/2019	04/2024
Morgan Stanley	Shrewsbury	NJ	02/2025	Present

03/2015 → 11/2018

Santander Bank N.A.

Boston, MA
09/2017 → 11/2018

Santander Securities, Llc

Dorchester, MA
10/2017 → 02/2019

Brooks Brothers

Tinton Falls, NJ
11/2018 → 02/2019

Morgan Stanley

Toms River, NJ
12/2018 → 02/2019

Morgan Stanley Private Bank, N.A.

New York, NY
02/2019 → 04/2024

Osaic Wealth Inc Formally Known As Royal Alliance

Manalapan, NJ
04/2024 → 02/2025

Madison Avenue Securities

San Diego, CA
04/2024 → 02/2025

William Skillender Wealth Management Tax Advisory

Brielle, NJ
08/2020 → Present

Mon Alyssa's Restaurant

Point Pleasant, NJ
03/2019 → 04/2024

Davidson Wealth Management

Manalapan, NJ
02/2025 → Present

Morgan Stanley

Shrewsbury, NJ

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-08-06
S63	Uniform Securities Agent State Law Examination	2017-11-02

Other Firms