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Mahyar Mohammadzadeh

7 Years of Experience
Westlake Village, CA
1 DisclosureBrokerSells Insurance

Mahyar Mohammadzadeh is a registered investment advisor at Wells Fargo Advisors, based in Westlake Village, CA, with 7 years of industry experience. Mahyar is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3059 Townsgate Rd, 4th Fl, Ste 400, Westlake Village, CA, 91361

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History

Regulatory History (1)
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Customer Dispute
June 2025
Denied
Other Business ActivitiesSells Insurance

Mahyar receives trail commissions from Blue Shield of California for health insurance and Riversource Life Insurance Company. He spends minimal time on these activities.

Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
June 2024 - Present · 2 yrs 4 mos
Wells Fargo Advisors
June 2024 - Present · 2 yrs 4 mos
Previous Registrations
Ameriprise Financial Services, LLC
December 2020 - June 2024 · 3 yrs 6 mos
Ameriprise Financial Services, LLCBroker
December 2020 - June 2024 · 3 yrs 6 mos
Bankers Life Advisory Services, INC.
September 2019 - December 2020 · 1 yr 3 mos
Bankers Life Securities, INC.Broker
December 2018 - December 2020 · 2 yrs
State Registrations10 states
AZCAMDNCOHORPATXVAWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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