Robert N. Tashjian
Investment adviser representative at Strategic Advisers LLC
19 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Robert N. Tashjian? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- Strategic Advisers LLCAug 2025 to now
- Fidelity InvestmentsJun 2024 to now
- StudentSep 2023 to May 2024
- Fidelity InvestmentsJun 2023 to Aug 2023
- StudentSep 2022 to May 2023
- Kayem Foods, IncJun 2021 to Aug 2022
- Strega PrimeJun 2018 to May 2021
- Richardsons Ice CreamMay 2018 to Aug 2018
- StudentSep 2007 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7948272
- Firm CRD
- 104555