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Sandra N/m/n Bromfield

BROMFIELD SNEIDER WEALTH ADVISORS, INC.·WESTWOOD, Massachusetts
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200 LOWDER BROOK DRIVE, WESTWOOD, MA 02090CRD# 1280878Firm CRD# 125623
01

About

Sandra N/m/n Bromfield is a registered financial advisor based in WESTWOOD, Massachusetts, affiliated with BROMFIELD SNEIDER WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BROMFIELD SNEIDER WEALTH ADVISORS, INC.
BROMFIELD SNEIDER WEALTH ADVISORS, INC.
AUM
$437M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at BROMFIELD SNEIDER WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1280878
Firm CRD# 125623
No disclosures on file
View on FINRA BrokerCheck →

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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. Contact their office in WESTWOOD, Massachusetts for a consultation.
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, working with BROMFIELD SNEIDER WEALTH ADVISORS, INC.. Their office serves clients in the WESTWOOD metropolitan area and surrounding communities.
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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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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