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.
CRD# 4429381
Lpl Financial LLC
CRD# 5324751
Silver Maple Financial, LLC
CRD# 6002683
Edward Jones
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 |
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Total Assets Under Management142MILLIONS
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Total Number of Accounts70ACCOUNTS
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Average Account Value$2,024,886
- 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
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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