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RIA / WealthAdvisorCertified Financial Planner17 years in industry

Timothy Mazanec

Advisor at RWA WEALTH PARTNERS

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ed1d8d55-7c0d-2dc6-3026-2d20d3f86758

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Sep 19, 2014 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: RWA WEALTH PARTNERS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 20, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Jul 20, 2009
First registration: Sep 19, 2014
Dual registered: no
Other names: Timothy John Mazanec|TIMOTHY J MAZANEC|Timothy Mazanec
IAPD individual key: 5675465

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
RWA WEALTH PARTNERS	Independent wealth	Feb 1, 2024	n/a	yes	BOSTON, MA	Current employment
ALLWORTH FINANCIAL, L.P.	Bd affiliated wealth	Jul 5, 2023	Jan 16, 2024	no	FOLSOM, CA\|Waltham, MA	Previous registration
THE HARVEST GROUP	Former SEC adviser	Oct 2, 2019	Aug 10, 2023	no	WALTHAM, MA	Previous registration
EDWARD JONES	National bd RIA	Sep 12, 2016	May 7, 2019	no	BOSTON, MA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 19, 2014	May 10, 2016	no	BOSTON, MA\|WALTHAM, MA	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
ALLWORTH FINANCIAL, L.P.	RWA WEALTH PARTNERS	Jan 16, 2024	Feb 1, 2024	16	Firm change	Ibd to RIA
THE HARVEST GROUP	ALLWORTH FINANCIAL, L.P.	Aug 10, 2023	Jul 5, 2023	-36	Firm change after gap	RIA to ibd
EDWARD JONES	THE HARVEST GROUP	May 7, 2019	Oct 2, 2019	148	Firm change	Ibd to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	EDWARD JONES	May 10, 2016	Sep 12, 2016	125	Firm change	Wirehouse to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
283572:111167:MA:2023-08-10	Aug 10, 2023	Jul 5, 2023	WALTHAM, MA	Firm change after gap

Relationships

Registered with (5)

→ RWA WEALTH PARTNERSRegistered adviserregistration: current employment
Feb 1, 2024 to presentfactForm ADV
→ ALLWORTH FINANCIAL, L.P.Registered adviserregistration: previous registration
Jul 5, 2023 to Jan 16, 2024factForm ADV
→ THE HARVEST GROUPRegistered adviserregistration: previous registration
Oct 2, 2019 to Aug 10, 2023factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Sep 12, 2016 to May 7, 2019factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 19, 2014 to May 10, 2016factForm ADV

Dated events

Occurred
Jan 16, 2024
Advisor changed firm
Timothy Mazanec left Allworth Financial, L.P. for Rwa Wealth Partners (registered 2024-02-01)
Form ADVobserved 5 days ago
Occurred
Aug 10, 2023
Advisor changed firm
Timothy Mazanec left The Harvest Group for Allworth Financial, L.P. (registered 2023-07-05)
Form ADVobserved 5 days ago