Mehran Tazhibi
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Mehran Tazhibi, who also goes by Ron Tazhibi, was a registered financial professional .
Mehran is a previously registered financial professional and started their career in finance in 2007. Mehran had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 11, 2019 - June 28, 2021
TAYLOR ADVISORY GROUP
December 22, 2014 - July 26, 2017
STRATEGIC ADVISERS LLC
November 14, 2014 - July 24, 2017
FIDELITY BROKERAGE SERVICES LLC
September 23, 2013 - October 23, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 20, 2013 - October 23, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 24, 2010 - September 30, 2013
CITIGROUP GLOBAL MARKETS INC.
June 24, 2010 - September 30, 2013
CITIGROUP GLOBAL MARKETS INC.
February 8, 2008 - June 9, 2010
EDWARD JONES
October 26, 2007 - June 9, 2010
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
TAYLOR ADVISORY GROUP
CRD#: 288437 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 67 |
| AUM (Assets Under Management) | $ 86,207,654 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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