Source Financial Advisors, LLC

Source Financial Advisors, LLC (CRD# 164825) is a financial advisory firm headquartered in New York, NY. They manage $519,475,702 in 452 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
545 Fifth Avenue, Suite 1108, New York, NY 10017
https://wife2cfo.com
By the Numbers
  • Total Assets Under Management
    519
    MILLION
  • Total Number of Accounts
    452
    ACCOUNTS
  • Average Account Value
    $1,149,283
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
The map below shows states where this firm has explicit registration only.

CT, NY, OH, TX

Financial Advisors at Source Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michelle Smith, financial advisor New York NY
Michelle M. Smith
CRD#: 1588779
545 Fifth Avenue, Suite 1108, 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 35 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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