Sandra BromfieldCRD Number: 1280878
Current Firm: Bromfield Sneider Wealth Advisors, Inc.
Sandra Bromfield (CRD# 1280878) is an Investment Advisor Representative working at Bromfield Sneider Wealth Advisors, Inc. in Westwood, MA and has over 39 years of experience in the finance industry. Sandra Bromfield has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Artemis Financial Advisors
Fuller Brook Financial Partners, LLC
Fidelity Personal And Workplace Advisors
|Bromfield Sneider Wealth Advisors, Inc.||Westwood, MA||Jan 2021 - Current||2|
|Bromfield Sneider Wealth Advisors, Inc.||Cambridge, MA||Jan 2002 - Jan 2021||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1984|
|S65||NASAA Investment Advisors Law Examination||Dec 1992|
Total Assets Under Management380MILLIONS
Total Number of Accounts315ACCOUNTS
Average Account Value$1,206,998
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, MA, NH
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