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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

1500 District Ave, Burlington, MA 01803 • United States

Lynnfield, MA • United States

44 Burlington Mall Road Ste 100, Burlington, MA 01803-4528 • 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
Fidelity Brokerage Services, Inc. Boston MA 10/1996 Present
Strategic Advisers Boston MA 08/2002 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/1996 → Present
    Fidelity Brokerage Services, Inc.
    Boston, MA
  • 08/2002 → Present
    Strategic Advisers
    Boston, MA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2002-09-05 → 2018-07-13
    Boston, MA
    Burlington, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-02-19
S63 Uniform Securities Agent State Law Examination 1996-03-20
  • S66 Uniform Combined State Law Examination
    2002-02-19
  • S63 Uniform Securities Agent State Law Examination
    1996-03-20
Other Names
  • Robert Manoog Tashjian

View on SEC IAPD

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