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Matthew George porter Safford

Investment adviser representative at Safford Nicholas H & Co Inc
10 yearsExperience
1 stateRegistered in
$1.8BFirm assets
43 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

10 years in the industry.

  1. Safford Nicholas H & Co IncJun 2023 to now
  2. Nicholas H. Safford & Co., Inc.Nov 2022 to now
  3. Deloitte & ToucheSep 2020 to Nov 2022
  4. Bowdoin CollegeSep 2016 to Jun 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (MA).

Safford Nicholas H & Co Inc

$1.8BAssets managed
155Clients
4Advisers
43 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
7664911
Firm CRD
104740
Advisor's SEC record (opens in a new tab)
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