Robert M. Tashjian
STRATEGIC ADVISERS LLC | Vice President Private Wealth Management Advisor
LYNNFIELD, MA
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CRD#: 2701585
Professional summary
Robert M Tashjian, CFP®, who also goes by Robert Manoog Tashjian, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Lynnfield, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Burlington, Massachusetts.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Robert has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 9 and Series 10 exams.
Biography
As a Wealth Management Adviser, I help generations of families create a comprehensive set of personalized strategies designed for the growth, preservation, and transfer of their wealth. Known for keeping things simple and encouraging clients to be curious and candid, I coordinate the input and involvement of a team of specialists, including an Investment Manager, a Wealth Planner and a Trust Officer, to provide wealth management services
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert Manoog Tashjian
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Robert M Tashjian's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Education
Bentley University
Bachelor of Economics-Finance - Finance
1994
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1500 District Ave, Burlington, MA 01803Office #3: 44 Burlington Mall Road Ste 100, Burlington, MA 01803-4528RIA
CRD#: 104555
LYNNFIELD, MA
Current
October 28, 1996 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 44 Burlington Mall Road Ste 100, Burlington, MA 01803BD
CRD#: 7784
BURLINGTON, MA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOSTON, MA
Past
September 5, 2002 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BURLINGTON, MA
Past
March 27, 1996 - October 28, 1996
FIDELITY DISTRIBUTORS CORPORATION
BD
CRD#: 6848
SMITHFIELD, RI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(5/1/2007)
RR
Alaska(4/3/2017)
RR
Arizona(1/6/1998)
RR
Arkansas(11/17/2020)
RR
California(8/1/2007)
RR
Colorado(6/13/2008)
RR
Connecticut(1/6/1998)
RR
Delaware(11/17/2020)
RR
District of Columbia(6/6/2008)
RR
Florida(1/8/1997)
RR
Georgia(11/17/2020)
RR
Hawaii(11/17/2020)
RR
Idaho(11/17/2020)
RR
Illinois(11/17/2020)
RR
Indiana(11/17/2020)
RR
Iowa(11/17/2020)
RR
Kansas(11/17/2020)
RR
Kentucky(11/17/2020)
RR
Louisiana(11/17/2020)
RR
Maine(1/12/1998)
RR
Maryland(10/22/2008)
RR
Massachusetts(10/28/1996)
IAR
Massachusetts(3/31/2025)
RR
Michigan(11/17/2020)
RR
Minnesota(11/17/2020)
RR
Mississippi(11/17/2020)
RR
Missouri(11/17/2020)
RR
Montana(11/17/2020)
RR
Nebraska(11/17/2020)
RR
Nevada(11/17/2020)
RR
New Hampshire(1/3/1997)
RR
New Jersey(5/1/2007)
RR
New Mexico(11/17/2020)
RR
New York(1/3/1997)
RR
North Carolina(8/1/2007)
RR
North Dakota(11/17/2020)
RR
Ohio(11/18/2020)
RR
Oklahoma(11/17/2020)
RR
Oregon(11/17/2020)
RR
Pennsylvania(8/1/2007)
RR
Puerto Rico(11/17/2020)
RR
Rhode Island(11/17/2020)
RR
South Carolina(11/17/2020)
RR
South Dakota(11/17/2020)
RR
Tennessee(4/3/2017)
RR
Texas(11/17/2020)
IAR
Texas(3/31/2025)
RR
Utah(11/17/2020)
RR
Vermont(11/17/2020)
RR
Virgin Islands(11/17/2020)
RR
Virginia(11/17/2020)
RR
Washington(11/17/2020)
RR
West Virginia(11/17/2020)
RR
Wisconsin(11/17/2020)
RR
Wyoming(11/17/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President Private Wealth Management AdvisorCRD#: 104555Lynnfield, MATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
