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Andrew Maxwell Safir

Safir Wealth Advisors, LLC

Greenland, NH

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Current Employers
Safir Wealth Advisors, Llc

Greenland, NH • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2017-01-23
  • NH RA
    APPROVED
    Since 2017-01-23

Branch Locations

Greenland, NH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Coburn & Meredith Inc Simsbury CT 10/2013 01/2017
Safir Wealth Advisors, Llc Greenland NH 01/2017 Present
Previous Registrations
  • 2014-06-12 → 2017-01-24
    Coburn & Meredith, Inc.
    Simsbury, CT
    Greenland, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-12
  • S66 Uniform Combined State Law Examination
    2014-06-12
Designations
Other Names
  • Andrew M Safir

View on SEC IAPD

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