Source Financial Advisors, LLC

Source Financial Advisors, LLC (CRD# 164825) is a financial advisory firm headquartered in New York, NY. They manage $560,256,141 in 395 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    560
    MILLION
  • Total Number of Accounts
    395
    ACCOUNTS
  • Average Account Value
    $1,418,370
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, NY

Financial Advisors at Source Financial Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Patrick S. Huang
CRD#: 6176566
545 Fifth Avenue, 11th Floor, New York, NY 10017

Patrick Huang (CRD# 6176566) is an Investment Advisor Representative working at Source Financial Advisors, LLC in New York, NY and has over 8 years of experience in the finance industry.

2
Michelle M. Smith
CRD#: 1588779
545 Fifth Avenue, 11th Floor, New York, NY 10017

Michelle Smith (CRD# 1588779) is an Investment Advisor Representative working at Source Financial Advisors, LLC in New York, NY and has over 33 years of experience in the finance industry.

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