Andrew M. Safir
Professional summary
Andrew Maxwell Safir, CFP®, who also goes by Andrew M Safir, is a registered financial advisor currently at SAFIR WEALTH ADVISORS, LLC located in Greenland, New Hampshire.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Andrew has worked at 3 firms and has passed the Series 66, SIE, Series 7, Series 99 and Series 79 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Maxwell Safir's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Experience
January 23, 2017 - Present
SAFIR WEALTH ADVISORS, LLC
June 12, 2014 - January 24, 2017
COBURN & MEREDITH, INC.
October 16, 2013 - January 24, 2017
COBURN & MEREDITH, INC.
August 15, 2012 - September 24, 2013
CREDIT SUISSE SECURITIES (USA) LLC
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
(1/23/2017)
Exams
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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