# Monica Elena Zamfir

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..

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2025-08-06 | present | Yes |
| [CAPE INVESTMENT ADVISORY, INC.](https://search.stillhousedata.com/firm/146384) | 2022-07-26 | 2025-05-12 | — |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2020-08-25 | 2022-06-22 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2019-05-29 | 2020-06-23 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2019-05-29 | 2020-06-23 | — |
| [FINANCIAL ENGINES ADVISORS L.L.C.](https://search.stillhousedata.com/firm/104510) | 2018-11-01 | 2019-05-22 | — |
| [EDELMAN FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/113299) | 2016-09-19 | 2018-11-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5414679)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5414679.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.