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Robin M Taft

Strategic Advisers LLC

Smithfield, RI

Coventry, RI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

Coventry, RI • 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
Cco Investment Services East Providence RI 04/2013 12/2017
Citizens Securities Inc. East Providence RI 12/2017 11/2020
Citizens Bank East Providence RI 12/2017 11/2020
Citizens Bank Johnston RI 11/2020 09/2021
Citizens Bank Westwood MA 11/2020 09/2021
Fidelity Investments Smithfield RI 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2013 → 12/2017
    Cco Investment Services
    East Providence, RI
  • 12/2017 → 11/2020
    Citizens Securities Inc.
    East Providence, RI
  • 12/2017 → 11/2020
    Citizens Bank
    East Providence, RI
  • 11/2020 → 09/2021
    Citizens Bank
    Johnston, RI
  • 11/2020 → 09/2021
    Citizens Bank
    Westwood, MA
  • 09/2021 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-01-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
  • 2020-07-15 → 2021-09-10
    Citizens Securities, Inc.
    Johnston, RI
    Johnston, RI
    N. Smithfield, RI
    Johnston, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-13
S63 Uniform Securities Agent State Law Examination 2013-11-27
  • S66 Uniform Combined State Law Examination
    2020-07-13
  • S63 Uniform Securities Agent State Law Examination
    2013-11-27
Other Names
  • Robin M Taft
  • Robin M Taft-Keresztessy
  • Robin M Taft-Jackson
  • Robin Taft

View on SEC IAPD

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