Monica Elena Zamfir is an investment adviser representative (IAR) with state registration records since 2016, appearing at 7 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2025-08-06 | present | Yes |
| CAPE INVESTMENT ADVISORY, INC. | 2022-07-26 | 2025-05-12 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2020-08-25 | 2022-06-22 | — |
| TD AMERITRADE, INC. | 2019-05-29 | 2020-06-23 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2019-05-29 | 2020-06-23 | — |
| FINANCIAL ENGINES ADVISORS L.L.C. | 2018-11-01 | 2019-05-22 | — |
| EDELMAN FINANCIAL SERVICES, LLC | 2016-09-19 | 2018-11-01 | — |