# SOURCE FINANCIAL ADVISORS, LLC

SOURCE FINANCIAL ADVISORS, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 164825
- Type: SEC-registered investment adviser
- SEC file number: 801-77037
- Location: 545 FIFTH AVENUE, SUITE 1108, NEW YORK, NY, 10017
- Phone: 212-273-0400
- Latest filing: 2024-03-28
- Regulatory AUM: $519.5M
- Discretionary AUM: $513.4M
- Non-discretionary AUM: $6.1M
- Clients: 4
- Accounts: 452

## Officers, owners & control persons (5)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/164825/brochure
- Similar advisers: https://search.stillhousedata.com/firm/164825/similar
- Related entities: https://search.stillhousedata.com/firm/164825/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/164825

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.