Edwin T. Safir
Professional summary
Edwin Theodore Safir, who also goes by Edwin T Safir, is a registered financial advisor currently at SAFIR WEALTH ADVISORS, LLC located in Greenland, New Hampshire.
Edwin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1972. Edwin has worked at 5 firms and has passed the Series 66, Series 63, SIE, PC, Series 000, Series 1 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Edwin Theodore Safir's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 26, 2017 - Present
SAFIR WEALTH ADVISORS, LLC
November 12, 2003 - January 24, 2017
COBURN & MEREDITH, INC.
October 23, 2003 - January 24, 2017
COBURN & MEREDITH, INC.
May 26, 1993 - November 12, 2003
LEGG MASON WOOD WALKER, INCORPORATED
May 6, 1993 - November 12, 2003
LEGG MASON WOOD WALKER, INCORPORATED
July 1, 1988 - May 6, 1993
LEGG MASON WOOD WALKER, INCORPORATED
April 13, 1988 - July 15, 1988
OPPENHEIMER & CO. INC.
April 3, 1972 - April 13, 1988
FAHNESTOCK INTERNATIONAL INC.
Primary Firm SEC Registration
SAFIR WEALTH ADVISORS, LLC
CRD#: 285848 / SEC#: 801-108709
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/26/2017)
Exams
PC
Date: 8/31/1977
AMEX Put and Call ExamSeries 000
Date: 3/30/1972
General Securities Principal ExaminationSeries 1
Date: 3/30/1972
Registered Representative ExaminationSeries 8
Date: 9/8/1983
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
SAFIR WEALTH ADVISORS, LLC
CRD#: 285848 / SEC#: 801-108709
Contact information
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 186 |
| AUM (Assets Under Management) | $ 198,182,483 |
Red Flags
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