Edwin Safir, financial advisor Greenland NH

Edwin Safir

CRD Number: 408951
Current Firm: Safir Wealth Advisors, LLC

Edwin Safir (CRD# 408951) is an Investment Advisor Representative working at Safir Wealth Advisors, LLC in Greenland, NH and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Safir Wealth Advisors, LLC Greenland, NH Jan 2017 - Current 5
Coburn & Meredith, Inc. Hartford, CT Oct 2003 - Jan 2017 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1983
S66 NASAA Uniform Combined State Law Examination Sep 2016
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Edwin T. Safir
Phone Number: (603) 430-6001
Registered State(s):
  • NH
Current Firm Details
Safir Wealth Advisors, LLC
Firm's CRD Number: 285848
By the Numbers
  • Total Assets Under Management
    149
    MILLIONS
  • Total Number of Accounts
    182
    ACCOUNTS
  • Average Account Value
    $818,622
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CT, FL, MA, NH, NY

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