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Mehrnaz Massomzadeh

Strategic Advisers LLC

Pasadena, CA

Pasadena, CA

Los Angeles, CA

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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 2026-04-13
CA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-04-13
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

123-127 South Lake Ave., Pasadena, CA 91101-2604 • United States

155 N Lake Avenue, Pasadena, CA 91101-1848 • United States

Los Angeles, CA • 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
Wells Fargo Clearing Services, Llc Santa Monica CA 10/2022 01/2023
Wells Fargo Bank, Na Santa Monica CA 04/2019 01/2023
Sears Holding Corporation Glendale CA 04/2017 04/2019
Massis Kabob Restaurant Glendale CA 08/2015 08/2017
Wells Fargo Bank, Na Santa Monica CA 01/2023 10/2023
Wells Fargo Clearing Services, Llc Santa Monica CA 01/2023 10/2023
Fidelity Investments Pasadena CA 11/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2022 → 01/2023
    Wells Fargo Clearing Services, Llc
    Santa Monica, CA
  • 04/2019 → 01/2023
    Wells Fargo Bank, Na
    Santa Monica, CA
  • 04/2017 → 04/2019
    Sears Holding Corporation
    Glendale, CA
  • 08/2015 → 08/2017
    Massis Kabob Restaurant
    Glendale, CA
  • 01/2023 → 10/2023
    Wells Fargo Bank, Na
    Santa Monica, CA
  • 01/2023 → 10/2023
    Wells Fargo Clearing Services, Llc
    Santa Monica, CA
  • 11/2023 → Present
    Fidelity Investments
    Pasadena, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Pasadena, CA
Other Businesses

OBA-103927|OrgNmn:IHSS|Org Addr:Canoga Par,California,US|OBA Nature:Care provider|Invst Rel:N|Title:Caregiver|Duties:No|StrtDt:11-01-21|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-01
S63 Uniform Securities Agent State Law Examination 2023-01-27
  • S66 Uniform Combined State Law Examination
    2024-03-01
  • S63 Uniform Securities Agent State Law Examination
    2023-01-27
Designations

View on SEC IAPD

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Other Offices

CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PASADENA, CA
STRATEGY ASSET MANAGERS L.L.C. · PASADENA, CA
MML INVESTORS SERVICES, LLC · Pasadena, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PASADENA, CA
NASDAQ DORSEY WRIGHT · Pasadena, CA
U.S. BANCORP ADVISORS, LLC · Pasadena, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Pasadena, CA

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