Samin Mozaffari-nejad
Investment adviser representative at Strategic Advisers LLC
19 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Samin Mozaffari-nejad? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2021 to now
- Alaska USA FcuAug 2020 to Apr 2021
- Cuna Brokerage Services, Inc.Aug 2020 to Apr 2021
- The Vanguard Group, Inc.Jul 2017 to Nov 2019
- Realty One GroupMar 2016 to Apr 2021
- USAA Financial Planning ServicesOct 2007 to Jul 2017
- USAA Financial Advisors, Inc.Aug 2007 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5202700
- Firm CRD
- 104555