NEDA TAVAKOLI is an investment adviser representative (IAR) with state registration records since 2008, appearing at 3 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2010-03-16 | 2018-07-13 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2008-01-14 | 2008-04-17 | — |