Andrew SafirCRD Number: 5951152
Current Firm: Coburn & Meredith, Inc.
Andrew Safir (CRD# 5951152) is a Financial Advisor working at Safir Investments, LLC in Greenland, NH and has 3 year of experience in the financial services industry. Safir Investments LLC is associated with Coburn & Meredith, Inc.
Barron Financial Group, LLP
Garrett Investment Advisors, LLC
|Coburn & Meredith Inc.||Simsbury, CT||Oct 2013 - Current||3|
|Credit Suisse Securities (usa) LLC||Ny, NY||Jul 2012 - Sep 2013||1|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Apr 2014|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management286MILLIONS
Total Number of Accounts1,563ACCOUNTS
Average Account Value$182,959
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, CT, DC, DE, FL, IL, KS, KY, MA, MD, MN, MO, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, VA, VT, WV
Safir Investments LLC is associated with Coburn & Meredith, Inc. Coburn & Meredith, Inc is an independent Broker/Dealer and Registered Investment Advisor since 1934. Member FINRA, SIPC.