Roxana L. Ahmadifard
STRATEGIC ADVISERS LLC | Financial Consultant
VANCOUVER, WA
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CRD#: 6849056
Professional summary
Roxana L. Ahmadifard, who also goes by Roxana Ahmadifard, Roxana Lauren Ahmadifard, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Vancouver, Washington and FIDELITY BROKERAGE SERVICES LLC located in Vancouver, Washington.
Roxana is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Roxana has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I want to meet you on your financial journey and from there build our relationship based on trust and transparency. Understanding your needs and what is most important to you is the very core of what I do for my clients. I will partner with you to personalize a comprehensive plan which will put your money to work for your current and future needs. I add value by educating you along the way and review and update your plan as needed; giving you the freedom to spend time doing what you love most.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Roxana Ahmadifard | Roxana Lauren Ahmadifard
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.
OBA-124190|OrgNmn:ALR Properties|Org Addr:Vancouver,Washington,US|OBA Nature:Short-term rental|Invst Rel:Y|Title:Sole Proprietor|Duties:I hire a 3rd party company that manages the bookings and I have a cleaning service that manages the home between bookings.|StrtDt:10-21-25|TotHrs/mon:1|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Roxana L. Ahmadifard's 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®
NoneEducation
Concordia University
Master of Education - Leadership
2010
University of Washington
Bachelor of Arts (BA) - Psychology
2004
Lower Columbia College
Associate of Arts and Sciences - General Transfer
2002
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #3: 655 W Columbia Way Suite 404, Vancouver, WA 98660RIA
CRD#: 104555
VANCOUVER, WA
Current
June 15, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 655 W Columbia Way Suite 404, Vancouver, WA 98660BD
CRD#: 7784
VANCOUVER, WA
Past
June 25, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PORTLAND, OR
Past
November 9, 2017 - May 18, 2020
EDWARD JONES
RIA
CRD#: 250
CAMAS, WA
Past
October 19, 2017 - May 18, 2020
EDWARD JONES
BD
CRD#: 250
CAMAS, WA
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)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.RR
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
RR
Alaska(3/19/2024)
RR
Arizona(6/15/2020)
RR
California(6/15/2020)
RR
Colorado(2/13/2023)
RR
Delaware(9/4/2025)
RR
Florida(3/15/2023)
RR
Georgia(3/15/2023)
RR
Hawaii(1/4/2025)
RR
Idaho(6/15/2020)
RR
Illinois(8/19/2025)
RR
Iowa(5/13/2025)
RR
Louisiana(5/13/2025)
RR
Massachusetts(9/4/2025)
RR
Michigan(10/8/2021)
RR
Minnesota(9/7/2021)
RR
Missouri(2/12/2021)
RR
Montana(5/21/2021)
RR
New Jersey(10/12/2022)
RR
New York(8/13/2021)
RR
Ohio(3/27/2025)
RR
Oklahoma(1/4/2025)
RR
Oregon(6/15/2020)
IAR
Oregon(3/31/2025)
RR
South Carolina(3/27/2025)
RR
Tennessee(2/13/2023)
RR
Texas(8/13/2021)
IAR
Texas(3/31/2025)
RR
Virginia(9/7/2021)
RR
Washington(6/15/2020)
IAR
Washington(3/31/2025)
RR
Wyoming(5/3/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Vancouver, WATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
