Edwin SafirCRD 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.
Lpl Financial LLC
Silver Maple Financial, LLC
|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|
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
Total Assets Under Management149MILLIONS
Total Number of Accounts182ACCOUNTS
Average Account Value$818,622
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT, FL, MA, NH, NY
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