Robert B. Tamkin
Professional summary
Robert Bruce Tamkin MR., who also goes by Bob Tamkin, Robert B. Tamkin, is a registered financial advisor currently at SHRIER ASSOCIATES, LLC located in Milton, Massachusetts.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Robert has worked at 10 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Bruce Tamkin MR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
March 6, 2002 - Present
SHRIER ASSOCIATES, LLC
January 7, 2004 - August 29, 2008
OMNIVEST, INC.
January 30, 2002 - December 31, 2003
OSAIC FS, INC.
December 4, 2000 - February 15, 2002
1ST GLOBAL CAPITAL CORP.
January 1, 1998 - November 20, 2000
MUTUAL SERVICE CORPORATION
July 3, 1996 - December 21, 1996
MONY SECURITIES CORPORATION
February 6, 1995 - February 15, 1996
VERAVEST INVESTMENTS, INC.
October 6, 1983 - February 6, 1984
LOWRY FINANCIAL SERVICES CORPORATION
January 19, 1981 - March 8, 1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
January 19, 1981 - March 8, 1995
SIGNATOR INVESTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/6/2002)
(1/22/2013)
Exams
Current Firm
SHRIER ASSOCIATES, LLC
CRD#: 129043 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 288 |
| AUM (Assets Under Management) | $ 74,742,918 |
Red Flags
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