Bromfield Sneider Wealth Advisors, Inc.
Bromfield Sneider Wealth Advisors, Inc. (CRD# 125623) is a financial advisory firm headquartered in Westwood, MA. They manage $436,659,527 in 319 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Bromfield Sneider Wealth Advisors, Inc.
By the Numbers
-
Total Assets Under Management437MILLION
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Total Number of Accounts319ACCOUNTS
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Average Account Value$1,368,839
Compensation Options
- A percentage of assets under your management
- 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, MA, NH
Financial Advisors at Bromfield Sneider Wealth Advisors, Inc.
1
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.
2
Eric Sneider (CRD# 1836085) is an Investment Advisor Representative working at Bromfield Sneider Wealth Advisors, Inc. in Westwood, MA and has over 25 years of experience in the finance industry.
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