Tara M. Rangbar
STRATEGIC ADVISERS LLC | Wealth Management Planning Consultant
RANCHO MISSION VIEJO, CA
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CRD#: 4241626
Professional summary
Tara M Rosamilia Rangbar, CFP®, who also goes by Tara M Rangbar, Tara M Rosamilia, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Rancho Mission Viejo, California and FIDELITY BROKERAGE SERVICES LLC located in Los Angeles, California.
Tara is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Tara has worked at 6 firms and has passed the Series 66, SIE, Series 3, Series 31, Series 7, Series 10 and Series 9 exams.
Biography
I am passionate about families and multi-generational financial planning. My goal is to simplify complex subjects and tasks for our clients so that they can focus on what matters most to them.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tara M Rangbar | Tara M Rosamilia
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 Tara M Rosamilia Rangbar'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
Keller Grad School of Management DeVry
Master of Business Administration (MBA) - Finance
2006
University of California, Santa Barbara
Bachelor of Arts (BA) - Sociology (major), Japanese (minor)
2003
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 2000 Avenue Of The Stars, Los Angeles, CA 90067RIA
CRD#: 104555
RANCHO MISSION VIEJO, CA
Current
November 7, 2012 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2000 Ave Of The Stars N. Tower, Los Angeles, CA 90067BD
CRD#: 7784
Los Angeles, CA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
LOS ANGELES, CA
Past
February 13, 2013 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
LOS ANGELES, CA
Past
December 15, 2008 - October 22, 2012
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
CENTURY CITY, CA
Past
December 12, 2008 - October 22, 2012
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
CENTURY CITY, CA
Past
April 2, 2007 - December 16, 2008
MORGAN STANLEY & CO. LLC
RIA
CRD#: 8209
SANTA MONICA, CA
Past
April 2, 2007 - December 16, 2008
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
SANTA MONICA, CA
Past
September 15, 2006 - April 2, 2007
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
SANTA MONICA, CA
Past
September 1, 2006 - April 2, 2007
MORGAN STANLEY DW INC.
BD
CRD#: 7556
SANTA MONICA, CA
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(4/4/2016)
RR
Alaska(4/4/2016)
RR
Arizona(3/23/2015)
RR
Arkansas(11/7/2013)
RR
California(11/7/2012)
IAR
California(3/31/2025)
RR
Colorado(11/7/2013)
RR
Connecticut(4/4/2016)
RR
Delaware(4/4/2016)
RR
District of Columbia(1/2/2015)
RR
Florida(1/2/2013)
RR
Georgia(3/15/2016)
RR
Hawaii(1/2/2013)
RR
Idaho(1/2/2013)
RR
Illinois(1/2/2013)
RR
Indiana(4/4/2016)
RR
Iowa(4/4/2016)
RR
Kansas(4/4/2016)
RR
Kentucky(4/4/2016)
RR
Louisiana(4/4/2016)
RR
Maine(6/2/2014)
RR
Maryland(11/7/2013)
RR
Massachusetts(11/7/2013)
RR
Michigan(4/4/2016)
RR
Minnesota(4/4/2016)
RR
Mississippi(4/4/2016)
RR
Missouri(11/7/2013)
RR
Montana(9/12/2014)
RR
Nebraska(10/15/2013)
RR
Nevada(11/7/2012)
RR
New Hampshire(4/4/2016)
RR
New Jersey(5/22/2014)
RR
New Mexico(11/7/2013)
RR
New York(1/2/2013)
RR
North Carolina(1/3/2013)
RR
North Dakota(4/4/2016)
RR
Ohio(2/12/2015)
RR
Oklahoma(3/13/2014)
RR
Oregon(4/30/2013)
RR
Pennsylvania(1/2/2013)
RR
Rhode Island(4/4/2016)
RR
South Carolina(4/4/2016)
RR
South Dakota(1/2/2015)
RR
Tennessee(4/4/2016)
RR
Texas(1/2/2013)
IAR
Texas(3/31/2025)
RR
Utah(11/7/2013)
RR
Vermont(4/4/2016)
RR
Virginia(11/7/2013)
RR
Washington(1/2/2013)
RR
West Virginia(4/4/2016)
RR
Wisconsin(1/2/2013)
RR
Wyoming(3/15/2016)
Exams
State Security Law Exam
General Industry/Product 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
Wealth Management Planning ConsultantCRD#: 104555Rancho Mission Viejo, CATRUST BUT VERIFY
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Contact information
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