Robert Maurice Simon
Investment adviser representative at Waverly Advisors, LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$29.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Waverly Advisors, LLCJul 2024 to now
- River Capital Advisors, LcJan 2023 to Dec 2024
- River Capital Advisors, L.C.Jan 2020 to Dec 2022
- River Capital Advisors, L.C.May 2011 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Waverly Advisors, LLC
$29.9BAssets managed
13,689Clients
226Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5401804
- Firm CRD
- 115332