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TS

Timothy H. Starkey

LIFTPOINT FAMILY WEALTH ADVISORS
FAR HILLS, NJ 07931
Some features on this profile are disabled
CRD#: 4535177
TS

Professional summary

Timothy Hance Starkey, CFP®, ChFC® is a registered financial advisor currently at LIFTPOINT FAMILY WEALTH ADVISORS, LLC located in Far Hills, New Jersey.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Timothy has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
Business Succession Planning
Debt Management
Budgeting
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Hance Starkey's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2005

ChFC®

Chartered Financial Consultant

Experience

Current

September 25, 2025 - Present

LIFTPOINT FAMILY WEALTH ADVISORS, LLC

Office #1: 49 Us Highway Route 202 Suite 13a, Office #8, Far Hills, NJ 07931
RIA
CRD#: 337973
FAR HILLS, NJ
Past

October 29, 2024 - November 14, 2025

NEWEDGE ADVISORS

RIA
CRD#: 171351
Far Hills, NJ
Past

April 29, 2019 - January 28, 2025

LPL FINANCIAL LLC

RIA
CRD#: 6413
MORRISTOWN, NJ
Past

April 26, 2019 - September 30, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
MORRISTOWN, NJ
Past

November 7, 2013 - April 30, 2019

MORGAN STANLEY

RIA
CRD#: 149777
MORRISTOWN, NJ
Past

November 6, 2013 - April 30, 2019

MORGAN STANLEY

BD
CRD#: 149777
MORRISTOWN, NJ
Past

October 17, 2005 - November 7, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
YARDLEY, PA
Past

October 17, 2005 - November 7, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
YARDLEY, PA
Past

April 10, 2003 - October 20, 2005

MERRILL LYNCH INVESTMENT MANAGERS LP

RIA
CRD#: 105068
PLAINSBORO, NJ
Past

April 10, 2003 - October 17, 2005

FAM DISTRIBUTORS, INC.

BD
CRD#: 4100
NEW YORK, NY
Past

March 31, 2003 - April 10, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
PENNINGTON, NJ
Past

November 22, 2002 - April 10, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LF
LIFTPOINT FAMILY WEALTH ADVISORS, LLC
FORTISPATH ADVISORS, LLC | LIFTPOINT FAMILY WEALTH ADVISORS, LLC

CRD#: 337973 / SEC#: 801-134279

RIA
Registered Investment Advisory firm - (9/2/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Jersey
(9/26/2025)
IAR
Texas
(9/25/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/27/2003
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/21/2002
General Securities Representative Examination

Current Firm

LF
LIFTPOINT FAMILY WEALTH ADVISORS, LLC
FORTISPATH ADVISORS, LLC | LIFTPOINT FAMILY WEALTH ADVISORS, LLC

CRD#: 337973 / SEC#: 801-134279

RIA
Registered Investment Advisory firm - (9/2/2025 Approved)
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Contact information

Main Address
49 Us Highway Route 202 Suite 13a, Office #8, Far Hills, NJ 07931
Mailing Address
Po Box 342, Far Hills, NJ 07931
Phone number
(862) 412-8862
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR LIFTPOINT FAMILY WEALTH ADVISORS, LLC (12/23/2025)

Regulatory assets under management

Total Number of Accounts267
AUM (Assets Under Management)$ 186,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LIFTPOINT FAMILY WEALTH ADVISORS, LLC

CRD#: 337973Far Hills, NJ 07931

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Monitor Timothy Starkey

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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