Use of Source Sites

The Source sites are intended only for your personal, non-commercial use, unless you and Source Financial Advisors have agreed otherwise in writing.

Trading Instructions

Please do not send orders via e-mail or leave on voicemail as they are not binding and cannot be acted upon.

Personal Financial Circumstances

Please be advised it remains the responsibility of our clients to inform Source Financial Advisors of any changes in their investment objectives and/or financial situation.

Source Financial Advisors Sites & Companies

Source Financial Advisors, LLC is the parent company of various Source entities. Some of these entities are financial services companies that may be registered under federal or state laws.

Mutual Funds & Variable Annuities

Before investing, consider the investment objectives, risks, charges and expenses of the fund or annuity and its investment options. Contact Source for a prospectus containing this information. Read it carefully.

An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although a money market fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the fund.

Information For Foreign Investors

The Source Financial Advisors sites are intended to be made available only to persons in the United States, and the information on this web site is only for such persons. Nothing on the Source sites shall be considered a solicitation to buy or an offer to sell a security, or any other product or service, to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the laws of such jurisdiction.

No Investment Recommendations Or Professional Advice

Generally, the Source sites are not intended to provide tax, legal, insurance or investment advice, and nothing on the Source sites should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security by Source or any third party. However, certain tools available on the Source sites may be deemed to provide general investment advice within the meaning of the securities laws based upon our client’s personalized input. You alone are solely responsible for determining whether any investment, security or strategy, or any other product or service, is appropriate or suitable for you or your clients based on his or her investment objectives and personal and financial situation. You should consult with your financial advisor, attorney, or tax professional regarding your specific legal or tax situation.

Copyright Policy, Linking Policy & Trademarks

The Source sites are protected by applicable copyright laws. Accordingly, you may not copy, distribute, modify, post or frame-in the Source sites, including any text, graphics, video, audio, software code, user interface design or logos.

Unless you and Source have agreed otherwise, links from another web site to a Source Site must resolve to the top-level homepage of a Source domain (

In order to avoid confusion if you do link from another web site to a Source top-level homepage, your web site, and the link itself, may not suggest that Source endorses, sponsors or is affiliated with any non-Source web site, entity, service or product, and may not make use of any Source trademarks or service marks other than those contained within the text of the link.

All trademarks and service marks on the Source sites belong to Source Financial Advisors, LLC or an affiliate, except third-party trademarks and service marks, which are the property of their respective owners.

If you believe that your work has been copied in a way that constitutes copyright infringement, please provide Source with the following information:
1. A physical or electronic signature of a person authorized to act on behalf of the owner of the copyright allegedly infringed;
2. A description of the copyrighted work that you claim has been infringed, or, if multiple copyrighted works are the subject of a single notice, a representative list of such works;
3. An identification of the allegedly infringing material, and a description of where that material is located on the Source sites;
4. Your address, telephone number, and email address;
5. A statement by you that you have a good faith belief that use of the disputed material in the manner complained of is not authorized by the copyright owner, its agent, or the law;
6. A statement by you, made under penalty of perjury, that the information you provide in your notice is accurate and that you are the owner of the allegedly infringed copyright, or that you are authorized to act on behalf of the copyright owner.

Any and all official complaints should be directed to


Source Financial Advisors (“Source”) is an SEC registered investment adviser located in New York, NY. Source and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Source maintains clients. Source may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Source’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Source’s web site on the Internet should not be construed by any consumer and/or prospective client as Source’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Source with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Source, please contact the SEC or the state securities regulators for those states in which Source maintains a notice filing. A copy of Source’s current written disclosure statement discussing Source’s business operations, services, and fees is available from Source upon written request. Source does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Source web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Fidelity Investments ® is an independent company, unaffiliated with Source Financial Advisors. Fidelity Investments® is a service provider to Source Financial Advisors. The opinions and views expressed herein do not reflect those of Fidelity Investments®.

There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Source Financial Advisors and does not guarantee or assume any responsibility for its content. Fidelity Investments is a registered service mark of FMR LLC.

Clearing, custody, or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Source), will be profitable or equal any historical performance level(s).

Certain portions of Source’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Source (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Source or from any other investment professional. Source is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Source is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Source by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Source’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Source, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to Source’s web site, to release and hold harmless Source, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Source.

Source Financial Advisors, LLC Disclosure Brochure

Form ADV Parts 1, 2, 2bs, and 3 (Form CRS) here.