Evan J. Steinfeld

LIFTPOINT FAMILY WEALTH ADVISORS

Venetia, PA

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CRD#: 6905780

Professional summary

Evan J Steinfeld, who also goes by Evan Steinfeld, is a registered financial advisor currently at LIFTPOINT FAMILY WEALTH ADVISORS, LLC located in Venetia, Pennsylvania.

Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Evan has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Evan Steinfeld

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 Evan J Steinfeld'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®

None

Experience

Current

September 25, 2025 - Present

LIFTPOINT FAMILY WEALTH ADVISORS, LLC

RIA

CRD#: 337973

Venetia, PA

Past

October 29, 2024 - November 14, 2025

NEWEDGE ADVISORS

RIA

CRD#: 171351

Far Hills, NJ

Past

June 1, 2021 - January 28, 2025

LPL FINANCIAL LLC

RIA

CRD#: 6413

MORRISTOWN, NJ

Past

June 1, 2021 - October 3, 2025

LPL FINANCIAL LLC

CRD#: 6413

MORRISTOWN, NJ

Past

May 7, 2018 - June 8, 2021

MORGAN STANLEY

RIA

CRD#: 149777

NEW YORK, NY

Past

March 26, 2018 - June 8, 2021

MORGAN STANLEY

CRD#: 149777

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".

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

Pennsylvania
(12/17/2025)

IAR

Texas
(9/25/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/3/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/26/2018

General Securities Representative Examination

Current Firm

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

SEC notice filing (4 States and Territories)

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 Accounts	267
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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Evan J. Steinfeld

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan J Steinfeld's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEWEDGE ADVISORS

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

LIFTPOINT FAMILY WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/3/2018

SIE

Date: 10/1/2018

Series 7

Date: 3/26/2018

Current Firm

LIFTPOINT FAMILY WEALTH ADVISORS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LIFTPOINT FAMILY WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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