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Robert Patrick Tigani

Robert P. Tigani

STRATEGIC ADVISERS LLC | Financial Consultant
ASHBURN, VA 20147-5940
Some features on this profile are disabled
CRD#: 7113921
Robert Patrick Tigani

Professional summary


Robert Patrick Tigani, who also goes by Robert P Tigani, Robert Tigani, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Ashburn, Virginia and FIDELITY BROKERAGE SERVICES LLC located in Ashburn, Virginia.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Robert has worked at 3 firms and has passed the Series 66, Series 7TO, SIE, Series 9 and Series 10 exams.

Biography


As your Financial Consultant, I work with you to understand your financial goals and help you build a plan that is customized to meet your current and future needs. Each client's financial success is my top priority and I strive to form a trusting and long lasting relationship with them and their families.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Robert P Tigani | Robert Tigani

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.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Robert Patrick Tigani's CRS (Customer Relationship Summary).
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®
None

Education


Canisius College

Master of Science (MS) - Sport Administration

2012

University of South Carolina

Bachelor of Science (BS) - Sport and Entertainment Management

2010

Experience


Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #1: 20465 Exchange St, Ashburn, VA 20147-5940
RIA
CRD#: 104555
ASHBURN, VA
Current

July 19, 2019 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 20465 Exchange Street, Ashburn, VA 20147
BD
CRD#: 7784
Ashburn, VA
Past

October 25, 2019 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
TYSONS CORNER, VA

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
Delaware
(3/17/2020)
RR
District of Columbia
(10/18/2019)
RR
Florida
(10/18/2019)
RR
Maryland
(10/18/2019)
IAR
Maryland
(3/31/2025)
RR
Massachusetts
(1/7/2022)
RR
North Carolina
(3/17/2020)
RR
South Carolina
(1/7/2022)
RR
Texas
(3/17/2020)
IAR
Texas
(3/31/2025)
RR
Utah
(11/21/2024)
RR
Virginia
(9/19/2019)
IAR
Virginia
(3/31/2025)
RR
West Virginia
(10/18/2019)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/19/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/19/2019
General Securities Representative Examination
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
Registered Investment Advisory firm - (8/11/1977 Approved)
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

Regulatory assets under management


Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


STRATEGIC ADVISERS LLC

Financial ConsultantCRD#: 104555Ashburn, VA 20147-5940

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Contact information


(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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