SOURCE FINANCIAL ADVISORS, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 164825). Regulatory assets under management: $519.5M.
| Name | Role | Location |
|---|---|---|
| SMITH JANE MARIE | MANAGING MEMBER | — |
| NIEBUHR KRISTEN ELIZABETH | MEMBER AND CHIEF COMPLIANCE OFFICER; PRESIDENT & CCO; PRESIDENT, CCO & CCO | — |
| GLASHEEN JOHN JAMES | CHIEF COMPLIANCE OFFICER | — |
| ROSENTHAL MARK CAREY | CHIEF COMPLIANCE OFFICER | — |
| Benner Megan Kathryn | CHIEF COMPLIANCE OFFICER | — |