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Rosemarie Garibian Halajian

Strategic Advisers LLC

San Anselmo, CA

Larkspur, CA

CRD 7086250

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

San Anselmo, CA • United States

601 Larkspur Landing Circle, Larkspur, CA 94939-1722 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kitchens And More San Rafael CA 01/2000 02/2019
Fidelity Investments Larkspur CA 03/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2000 → 02/2019
    Kitchens And More
    San Rafael, CA
  • 03/2019 → Present
    Fidelity Investments
    Larkspur, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-06-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Larkspur, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-14
  • S66 Uniform Combined State Law Examination
    2019-06-14
Designations
  • Certified Financial Planner

View on SEC IAPD

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