Mehran Tazhibi, financial advisor Monterey CA
71 score

Mehran Tazhibi

CRD Number: 5416037
Current Firm: Strategic Advisers, Inc.

Mehran Tazhibi (CRD# 5416037) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Monterey, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Monterey, CA Nov 2014 - Current 2
Bank Of America, N.a. Berkeley, CA Nov 2013 - Oct 2014 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Berkeley, CA Sep 2013 - Oct 2014 1
Citigroup Albany, CA Jun 2010 - Sep 2013 3
Edward Jones St. Louis, MO Sep 2007 - Jun 2010 2
Freedom Equity Group San Ramon, CA Feb 2007 - Aug 2007 < 1
Diablo Nfunding Group Brentwood, CA Nov 2003 - Aug 2007 3
United Airlines San Francisco, CA Jan 1989 - Aug 2007 18
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Mehran Tazhibi
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
71

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