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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

MAZEYAR WOFFORD

Advisor at STRATEGIC ADVISERS LLC

FARMINGTON, MI | BIRMINGHAM, MI

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Search this name across graphsid dfx:ria:071d543e-ae85-a57d-1f8a-d661840118aa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Jun 7, 2021 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Jan 12, 2017
First registration: Jun 7, 2021
Dual registered: yes, broker-dealer
Other names: Mazey Wofford|Mazeyar Wofford|MAZEY M WOFFORD|MAZEYAR MOHAMMAD-BAGHER WOFFORD
IAPD individual key: 5386868

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	BIRMINGHAM, MI\|FARMINGTON, MI	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jun 4, 2024	Mar 31, 2025	no	FARMINGTON, MI	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Aug 18, 2023	May 24, 2024	no	Birmingham, MI\|Troy, MI	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Aug 4, 2022	Aug 14, 2023	no	ARLINGTON, VA\|Birmingham, MI	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Jun 7, 2021	Jul 18, 2022	no	TROY, MI\|WEST BLOOMFIELD, MI\|BLOOMFIELD HILLS, MI\|BLOOMFIELD HILLS, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
CHARLES SCHWAB & CO., INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	May 24, 2024	Jun 4, 2024	11	Firm change	Ibd to ibd
E*TRADE CAPITAL MANAGEMENT, LLC	CHARLES SCHWAB & CO., INC.	Aug 14, 2023	Aug 18, 2023	4	Firm change	RIA to ibd
J.P. MORGAN SECURITIES LLC	E*TRADE CAPITAL MANAGEMENT, LLC	Jul 18, 2022	Aug 4, 2022	17	Firm change	Wirehouse to RIA

Relationships

Registered with (5)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jun 4, 2024 to Mar 31, 2025factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Aug 18, 2023 to May 24, 2024factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 4, 2022 to Aug 14, 2023factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Jun 7, 2021 to Jul 18, 2022factForm ADV

Dated events

Occurred
May 24, 2024
Advisor changed firm
Mazeyar Wofford left Charles Schwab & Co., Inc. for Fidelity Personal And Workplace Advisors (registered 2024-06-04)
Form ADVobserved 6 days ago
Occurred
Aug 14, 2023
Advisor changed firm
Mazeyar Wofford left E*Trade Capital Management, Llc for Charles Schwab & Co., Inc. (registered 2023-08-18)
Form ADVobserved 6 days ago
Occurred
Jul 18, 2022
Advisor changed firm
Mazeyar Wofford left J.P. Morgan Securities Llc for E*Trade Capital Management, Llc (registered 2022-08-04)
Form ADVobserved 6 days ago