Mehrdad M. Tafazoli

INTEGRATED FINANCIAL SOLUTIONS

RESTON, VA 20191

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CRD#: 1954754

Professional summary

Mehrdad Michael Tafazoli, who also goes by Mehrdad Tafazoli, Michael Tafazoli, M. Michael Tafazoli, is a registered financial advisor currently at INTEGRATED FINANCIAL SOLUTIONS, INC. located in Reston, Virginia and OSAIC WEALTH, INC. located in Reston, Virginia.

Mehrdad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Mehrdad has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mehrdad Tafazoli | Michael Tafazoli | M. Michael Tafazoli

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mehrdad Michael Tafazoli's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 18, 2001 - Present

INTEGRATED FINANCIAL SOLUTIONS, INC.

Office #1: 11872 Sunrise Valley Dr. Suite 200, Reston, VA 20191

RIA

CRD#: 112038

RESTON, VA

Current

November 3, 2023 - Present

OSAIC WEALTH, INC.

Office #1: 11872 Sunrise Valley Drive Suite 200, Reston, VA 20191

RIA

CRD#: 23131

Reston, VA

Past

December 7, 2000 - November 3, 2023

FSC SECURITIES CORPORATION

CRD#: 7461

RESTON, VA

Past

May 3, 1999 - January 25, 2001

PARK AVENUE SECURITIES LLC

CRD#: 46173

NEW YORK, NY

Past

September 1, 1989 - May 3, 1999

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INTEGRATED FINANCIAL SOLUTIONS, INC.

CRD#: 112038 / SEC#: 801-121153

RIA

Registered Investment Advisory firm - (5/24/2021 Approved)

Maryland

Registered Investment Advisory firm - (7/19/2021 Terminated)

Virginia

Registered Investment Advisory firm - (6/9/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(11/3/2023)

Delaware
(11/3/2023)

District of Columbia
(11/3/2023)

Florida
(11/3/2023)

Georgia
(11/3/2023)

IAR

Maryland
(12/5/2005)

Maryland
(11/3/2023)

Massachusetts
(3/12/2024)

Michigan
(11/3/2023)

New Jersey
(11/3/2023)

New Mexico
(11/3/2023)

New York
(11/3/2023)

North Carolina
(11/3/2023)

Ohio
(12/3/2025)

Pennsylvania
(11/3/2023)

South Carolina
(11/3/2023)

Texas
(11/3/2023)

IAR

Virginia
(7/18/2001)

Virginia
(11/3/2023)

West Virginia
(11/3/2023)

Wisconsin
(11/3/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/3/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/12/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/21/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/31/1989

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

INTEGRATED FINANCIAL SOLUTIONS, INC.

CRD#: 112038 / SEC#: 801-121153

RIA

Registered Investment Advisory firm - (5/24/2021 Approved)

Maryland

Registered Investment Advisory firm - (7/19/2021 Terminated)

Virginia

Registered Investment Advisory firm - (6/9/2021 Terminated)

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Contact information

Main Address

11872 Sunrise Valley Drive Suite 200, Reston, VA 20191

Mailing Address

Phone number

(703) 295-9200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2B (2/9/2026)

PART 2A (2/9/2026)

Regulatory assets under management

Total Number of Accounts	338
AUM (Assets Under Management)	$ 303,305,402

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Mehrdad M. Tafazoli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mehrdad Michael Tafazoli's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

FSC SECURITIES CORPORATION

PARK AVENUE SECURITIES LLC

GUARDIAN INVESTOR SERVICES LLC

Primary Firm SEC Registration

INTEGRATED FINANCIAL SOLUTIONS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/3/1999

Series 63

Date: 6/12/1989

SIE

Date: 10/1/2018

Series 7

Date: 9/21/1999

Series 6

Date: 8/31/1989

FINRA

Current Firm

INTEGRATED FINANCIAL SOLUTIONS, INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTEGRATED FINANCIAL SOLUTIONS, INC.

TRUST BUT VERIFY

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