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Erika Safran

Safran Wealth Advisors, LLC

New York, NY

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Current Employers
Safran Wealth Advisors, Llc

641 Lexington Ave. 14Th Floor, New York, NY 10022 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-20
  • NY RA
    APPROVED
    Since 2021-03-20

Branch Locations

641 Lexington Ave. 14Th Floor, New York, NY 10022 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Safran Wealth Advisors, Llc 641 Lexington Ave. NY 11/2009 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1989-12-07
  • S63 Uniform Securities Agent State Law Examination
    1989-12-07
Designations
Other Names
  • Erika Safran

View on SEC IAPD

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