Andrew Safir, financial advisor Simsbury CT
97 score

Andrew Safir

CRD 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.

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Company Name Location Dates Years
Coburn & Meredith Inc. Simsbury, CT Oct 2013 - Current 4
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
Contact Info for Andrew M. Safir
Phone Number:
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    286
    MILLIONS
  • Total Number of Accounts
    1,563
    ACCOUNTS
  • Average Account Value
    $182,959
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

Firm Disclaimer:

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.

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BADGES
97
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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