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Edwin Theodore 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 2017-01-26
  • NH RA
    APPROVED
    Since 2017-01-26

Branch Locations

Greenland, NH • 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 No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Coburn & Meredith, Inc Hartford CT 10/2003 01/2017
Safir Wealth Advisors, Llc Greenland NH 01/2017 Present
Previous Registrations
  • 2003-11-12 → 2017-01-24
    Coburn & Meredith, Inc.
    Greenland, NH
    Simsbury, CT
    Simsbury, CT
    Greenland, NH
    Norwalk, CT
  • 1993-05-26 → 2003-11-12
    Legg Mason Wood Walker, Incorporated
    South Norwalk, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-26
S63 Uniform Securities Agent State Law Examination 1983-05-26
  • S66 Uniform Combined State Law Examination
    2016-09-26
  • S63 Uniform Securities Agent State Law Examination
    1983-05-26
Other Names
  • Edwin T Safir

View on SEC IAPD

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