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Robert Bruce Tamkin

Shrier Associates, LLC

Milton, MA

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Current Employers
Shrier Associates, Llc

Clinton, MA • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2013-01-22
MA RA APPROVED 2002-03-06
  • NH RA
    APPROVED
    Since 2013-01-22
  • MA RA
    APPROVED
    Since 2002-03-06

Branch Locations

Milton, MA • 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
Self Employed Milton MA 08/1980 Present
Shrier Associates Westboro MA 03/2002 Present
  • 08/1980 → Present
    Self Employed
    Milton, MA
  • 03/2002 → Present
    Shrier Associates
    Westboro, MA
Other Businesses

ROBERT B. TAMKIN, CLU; INV REL; LOCATED AT 372 HILLSIDE STREET, MILTON, MA 02186, IS A SOLE PROPRIETORSHIP STARTED IN AUGUST OF 1980. I AM THE FOUNDER, OWNER AND ONLY EMPLOYEE. THE BUSINESS ACTIVITY IS LIFE, HEALTH AND RELATED INSURANCE PRODUCT SALES, AND INSURANCE ADVISORY SERVICES, TO WHICH I DEVOTE APPROXIMATELY 1.5 HOURS PER MONTH/APPROX 3% OF TIME. I DEVOTE MINIMAL TIME TO ANY OUTSIDE ACTIVITY THAT PREVENTS ME FROM BEING AVAILABLE TO CLIENTS DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-11-27
S63 Uniform Securities Agent State Law Examination 1981-02-23
  • S65 Uniform Investment Adviser Law Examination
    1995-11-27
  • S63 Uniform Securities Agent State Law Examination
    1981-02-23
Designations
Other Names
  • Bob Tamkin
  • Robert B. Tamkin

View on SEC IAPD

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