Unclaimed Profile

Sandra N/m/n Bromfield

BROMFIELD SNEIDER WEALTH ADVISORS, INC.·WESTWOOD, Massachusetts

Series 6, Series 7, Series 22, Series 24, Series 63, Series 65Clean record33 years registeredBROMFIELD SNEIDER WEALTH ADVISORS, INC.

200 LOWDER BROOK DRIVE, WESTWOOD, MA 02090CRD# 1280878Firm CRD# 125623

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sandra N/m/n Bromfield · WESTWOOD, MA

Registration

CRD #1280878 · BROMFIELD SNEIDER WEALTH ADVISORS, INC. · 33 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BROMFIELD SNEIDER WEALTH ADVISORS, INC.

MODERA WEALTH MANAGEMENT, LLC

Jul 2024 – Jan 2026

WESTWOOD, MA

BROMFIELD SNEIDER WEALTH ADVISORS, INC.

Aug 2004 – Jul 2024

WESTWOOD, MA

LINSCO/PRIVATE LEDGER CORP.

Dec 1992 – Jan 2007

CAMBRIDGE, MA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 22

Series 24

Series 63

Series 65

Registration record

First registered · December 11, 1992

Years registered · 33

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BROMFIELD SNEIDER WEALTH ADVISORS, INC.

CRD 125623 · SEC 801-67397

AUM

$437M

Regulatory assets under management

Employees

319 client accounts

Services offered by BROMFIELD SNEIDER WEALTH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BROMFIELD SNEIDER WEALTH ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Sandra N/m/n Bromfield offer?

Sandra N/m/n Bromfield specializes in Financial Planning, Investment Management.

What are Sandra N/m/n Bromfield's credentials?

Sandra N/m/n Bromfield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sandra N/m/n Bromfield located?

Sandra N/m/n Bromfield is based in WESTWOOD, Massachusetts, last registered with BROMFIELD SNEIDER WEALTH ADVISORS, INC..

How does Sandra N/m/n Bromfield charge for services?

Sandra N/m/n Bromfield's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BROMFIELD SNEIDER WEALTH ADVISORS, INC.?

BROMFIELD SNEIDER WEALTH ADVISORS, INC. has approximately 4 employees and manages $437M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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