Mehrdad Tafazoli
Mehrdad Tafazoli is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Reston, VA, with 36 years of industry experience. Mehrdad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
11872 Sunrise Valley Dr., Suite 200, Reston, VA, 20191
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mehrdad provides investment advisory services through Integrated Financial Solutions, Inc., dedicating nearly full-time hours to this role. He is also a partner in PPG Pension Administrators, LLC, spending minimal time in this role, and provides insurance recommendations and possible sales through M. Michael Tafazoli - Insurance, spending minimal time on this.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Integrated Financial Solutions, INC.
Previous Registrations
Fsc Securities CorporationBroker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.