SOURCE FINANCIAL ADVISORS, LLC
CRD #164825 SEC #801-77037 NEW YORK, NY 212-273-0400
SEC Registered
Total AUM
$519.5M
Discretionary
$513.4M
Employees
4
Clients
1
Accounts
452
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2024
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Benner, Megan, Kathryn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Benner, Megan, Kathryn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Benner, Megan, Kathryn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Benner, Megan, Kathryn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLASHEEN, JOHN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLASHEEN, JOHN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLASHEEN, JOHN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLASHEEN, JOHN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLASHEEN, JOHN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLASHEEN, JOHN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLASHEEN, JOHN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLASHEEN, JOHN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLASHEEN, JOHN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLASHEEN, JOHN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLASHEEN, JOHN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLASHEEN, JOHN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLASHEEN, JOHN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLASHEEN, JOHN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLASHEEN, JOHN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLASHEEN, JOHN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLASHEEN, JOHN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLASHEEN, JOHN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLASHEEN, JOHN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLASHEEN, JOHN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLASHEEN, JOHN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLASHEEN, JOHN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLASHEEN, JOHN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLASHEEN, JOHN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLASHEEN, JOHN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLASHEEN, JOHN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GLASHEEN, JOHN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NIEBUHR, KRISTEN, ELIZABETH | I | PRESIDENT & CCO | NA | Control |
| ROSENTHAL, MARK, CAREY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSENTHAL, MARK, CAREY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSENTHAL, MARK, CAREY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSENTHAL, MARK, CAREY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSENTHAL, MARK, CAREY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSENTHAL, MARK, CAREY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSENTHAL, MARK, CAREY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSENTHAL, MARK, CAREY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| SMITH, MICHELLE, MARIE | I | MANAGING MEMBER | E | Control |
| NIEBUHR, KRISTEN, ELIZABETH | I | PRESIDENT, CCO & CCO | B | Control |
| NIEBUHR, KRISTEN, ELIZABETH | I | PRESIDENT, CCO & CCO | B | Control |
| NIEBUHR, KRISTEN, ELIZABETH | I | PRESIDENT, CCO & CCO | B | Control |
| NIEBUHR, KRISTEN, ELIZABETH | I | PRESIDENT, CCO & CCO | B | Control |
| NIEBUHR, KRISTEN, ELIZABETH | I | PRESIDENT, CCO & CCO | B | Control |
| NIEBUHR, KRISTEN, ELIZABETH | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
| NIEBUHR, KRISTEN, ELIZABETH | I | MEMBER AND CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Mar 28, 2024 REGISTERED
Notice Filings (5)
CA CT NY OH TX
Address
545 FIFTH AVENUESUITE 1108
NEW YORK, NY 10017
United States
Phone: 212-273-0400