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Mazeyar Wofford

Strategic Advisers LLC

Farmington, MI

Birmingham, MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-28
MI RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-04-28
  • MI RA
    APPROVED
    Since 2025-03-31

Branch Locations

30200 Northwestern Hwy, Farmington, MI 48334-3296 • United States

Birmingham, MI • 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
Jpmorgan Chase Bank Troy MI 07/2007 07/2022
Jpmorgan Securities Llc Troy MI 10/2016 07/2022
E*Trade Securities Llc Birmingham MI 07/2022 07/2023
E*Trade Capital Management Llc Birmingham MI 07/2022 07/2023
Morgan Stanley Birmingham MI 03/2023 07/2023
Charles Schwab & Co., Inc. Birmingham MI 08/2023 05/2024
Charles Schwab Bank, Ssb Birmingham MI 08/2023 05/2024
Fidelity Investments Farmington MI 05/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2007 → 07/2022
    Jpmorgan Chase Bank
    Troy, MI
  • 10/2016 → 07/2022
    Jpmorgan Securities Llc
    Troy, MI
  • 07/2022 → 07/2023
    E*Trade Securities Llc
    Birmingham, MI
  • 07/2022 → 07/2023
    E*Trade Capital Management Llc
    Birmingham, MI
  • 03/2023 → 07/2023
    Morgan Stanley
    Birmingham, MI
  • 08/2023 → 05/2024
    Charles Schwab & Co., Inc.
    Birmingham, MI
  • 08/2023 → 05/2024
    Charles Schwab Bank, Ssb
    Birmingham, MI
  • 05/2024 → Present
    Fidelity Investments
    Farmington, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Farmington, MI
  • 2023-08-18 → 2024-05-24
    Charles Schwab & Co., Inc.
    Birmingham, MI
    Troy, MI
  • 2022-08-04 → 2023-08-14
    Harrisdirect Llc
    Birmingham, MI
    Arlington, VA
  • 2021-06-07 → 2022-07-18
    J.P. Morgan Securities Llc
    Troy, MI
    West Bloomfield, MI
    Bloomfield Hills, MI
    Bloomfield Hills, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-07
S63 Uniform Securities Agent State Law Examination 2017-01-12
  • S66 Uniform Combined State Law Examination
    2021-06-07
  • S63 Uniform Securities Agent State Law Examination
    2017-01-12
Other Names
  • Mazey Wofford
  • Mazeyar Wofford
  • Mazey M Wofford
  • Mazeyar Mohammad-Bagher Wofford

View on SEC IAPD

Other Firms

ASSET ALLOCATION STRATEGIES, LLC
EDWARD JONES
ADVISORY SERVICES NETWORK
KESTRA PRIVATE WEALTH SERVICES, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAIDER DENNIS AGENCY
OSAIC ADVISORY SERVICES, LLC

Other Investors

DARREN ANDREW WOOLSON
RICHARD JAMES BARDEN
AUSTIN MARSHALL DAHM
KENNY ROLAND GOLDNER
DAVID ALAN BARDEN
Matthew Loren Dennison
KEVIN J ARENDS
DAVID PATRICK SAWINSKI

Other Offices

ASSET ALLOCATION STRATEGIES, LLC · FARMINGTON, MI
EDWARD JONES · FARMINGTON, MI
ADVISORY SERVICES NETWORK · Farmington, MI
KESTRA PRIVATE WEALTH SERVICES, LLC · Farmington, MI
J.P. MORGAN SECURITIES LLC · FARMINGTON, MI
ADVISORY SERVICES NETWORK · FARMINGTON, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Farmington, MI
RAIDER DENNIS AGENCY · FARMINGTON, MI

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