Andrew Safir, financial advisor Greenland NH

Andrew Safir

CRD Number: 5951152
Current Firm: Safir Wealth Advisors, LLC

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.

CONTACT
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Professional Designations
Company Name Location Dates Years
Safir Wealth Advisors, LLC Greenland, NH Jan 2017 - Current 7
Coburn & Meredith Inc. Simsbury, CT Oct 2013 - Jan 2017 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Andrew M. 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
    142
    MILLIONS
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $2,024,886
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

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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