Erika Safran
Investment adviser representative at Safran Wealth Advisors, LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$132.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Safran Wealth Advisors, LLCNov 2009 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
State registrations
Registered as an investment adviser representative in 1 state (NY).
Safran Wealth Advisors, LLC
$132.9MAssets managed
98Clients
1Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2007514
- Firm CRD
- 152161