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CRD 337973
FAR HILLS, NJ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| TIMOTHY HANCE STARKEY | Certified Financial Planner|Chartered Financial Consultant | FAR HILLS, NJ | 0 | 23 | 6 | no |
| EVAN J STEINFELD | Certified Financial Planner | FAR HILLS, NJ | Venetia, PA | 0 | 12 | 3 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| STARKEY, TIMOTHY, HANCE | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | yes | 07/2025 | Feb 6, 2026 | Feb 6, 2026 |
| STEINFELD, EVAN, J | MANAGING MEMBER | C | yes | 07/2025 | Feb 6, 2026 | Feb 6, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 6, 2026 | $188M | $188M | 2 | 2 | 1 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 0 | 2 | 0.0% | 0 | 0 | 0 | 2 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $188M | n/a | n/a | n/a | n/a | 2 | n/a | 1 | n/a |