Robert Aram Bekerian

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2017 → 05/2021
  Marshfield High School
  Marshfield, MA
• 01/2022 → 05/2025
  University Of New Hampshire
  Durham, NH
• 09/2021 → 12/2021
  University Of Massachusetts- Boston
  Marshfield, MA
• 10/2025 → Present
  Fidelity Investments
  Smithfield, RI
• 05/2024 → 10/2024
  Northwestern Mutual
  Rockland, MA
• 05/2019 → 05/2024
  Marshfield Country Club
  Marshfield, MA
• 01/2024 → 04/2024
  Alku
  Durham, NH
• 02/2023 → 05/2023
  J. Crew Factory
  Kittery, ME
• 05/2018 → 11/2018
  Green Harbor Golf Club
  Marshfield, MA
• 11/2015 → 09/2017
  Unemployed
  Marshfield, MA
• 06/2025 → 10/2025
  Unemployed
  Marshfield, MA

Exams

• S66 Uniform Combined State Law Examination
  2026-04-14

Other Names

• Robert A Bekerian
• Robert Bekerian