Robert N. Tashjian
Investment Adviser Representative at Strategic Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Robert N. Tashjian is an investment adviser representative with Strategic Advisers LLC in Lynnfield, MA, where they have been registered since 2025, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Massachusetts and Texas.
Registrations & licenses
- Investment adviser:
- Massachusetts, Texas
- Broker:
26 states and territories
Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Texas, Vermont, Virginia, Washington, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Kayem Foods, IncJun 2021 – Aug 2022Chelsea, MA
- Fidelity InvestmentsJun 2024 – no end date reportedDanvers, MA
- StudentSep 2023 – May 2024Storrs, CT
- Strega PrimeJun 2018 – May 2021Woburn, MA
- StudentApr 2018 – Apr 2018Lynnfield, MA
- Fidelity InvestmentsJun 2023 – Aug 2023Boston, MA
- Richardsons ICE CreamMay 2018 – Aug 2018Woburn, MA
- StudentSep 2022 – May 2023Storrs, CT
- StudentSep 2007 – Jun 2020Lynnfield, MA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17,064
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Boston, MA
- SEC file number:
- 801-13243
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Strategic Advisers LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert N. Tashjian has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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