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Samin Mozaffari-Nejad

Strategic Advisers LLC

Scottsdale, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Scottsdale, AZ • 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
Usaa Financial Advisors, Inc. Phoenix AZ 08/2007 07/2017
Usaa Financial Planning Services Phoenix AZ 10/2007 07/2017
The Vanguard Group, Inc. Scottsdale AZ 07/2017 11/2019
Realty One Group Scottsdale AZ 03/2016 04/2021
Cuna Brokerage Services, Inc. Waverly IA 08/2020 04/2021
Alaska Usa Fcu Glendale AZ 08/2020 04/2021
Fidelity Investments Phoenix AZ 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2007 → 07/2017
    Usaa Financial Advisors, Inc.
    Phoenix, AZ
  • 10/2007 → 07/2017
    Usaa Financial Planning Services
    Phoenix, AZ
  • 07/2017 → 11/2019
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 03/2016 → 04/2021
    Realty One Group
    Scottsdale, AZ
  • 08/2020 → 04/2021
    Cuna Brokerage Services, Inc.
    Waverly, IA
  • 08/2020 → 04/2021
    Alaska Usa Fcu
    Glendale, AZ
  • 04/2021 → Present
    Fidelity Investments
    Phoenix, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2020-08-11 → 2021-04-06
    Cuna Brokerage Services, Inc.
    Glendale, AZ
  • 2017-08-17 → 2019-11-22
    Vanguard Advisers, Inc.
    Scottsdale, AZ
  • 2007-10-23 → 2017-07-14
    Usaa Financial Planning Services
    Phoenix, AZ
  • 2007-08-21 → 2007-10-15
    Usaa Investment Services Company
    Phoenix, AZ
Other Businesses

OBA-59197|OrgNmn:Realty One Group|Org Addr:Scottsdale,Arizona,US|OBA Nature:Residential Real Estate|Invst Rel:Y|Title:Independent Contractor|Duties:Residential Sales for family and close friends |StrtDt:05-03-21|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-08-02
S63 Uniform Securities Agent State Law Examination 2006-09-19
  • S65 Uniform Investment Adviser Law Examination
    2007-08-02
  • S63 Uniform Securities Agent State Law Examination
    2006-09-19
Other Names
  • Sam Mozaffari
  • Samin Mozaffari
  • Mozaffari Samin
  • Samin Mozaffari-Nejad

View on SEC IAPD

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