Timothy Starkey
Advisor at LiftPoint Family Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at LiftPoint Family Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Far Hills, NJ 07931
Credentials
CFP®, ChFC®, Series 66
Industry experience
23 years
Timothy Starkey is a CFP® and ChFC® with 23 years of industry experience. He is currently affiliated with LiftPoint Family Wealth Advisors, LLC and NewEdge Advisors, LLC, having previously worked at LPL Financial and Morgan Stanley. Starkey provides investment advisory services through NewEdge Advisors, an independent firm. LiftPoint Family Wealth Advisors serves individuals, trusts, estates, charitable organizations, and business entities with comprehensive wealth management and financial planning. The firm employs a manager-agnostic approach, utilizing independent managers, ETFs, and alternative investments while coordinating planning with clients’ tax, estate, and insurance professionals.
Based on LiftPoint Family Wealth Advisors, LLC
Based on LiftPoint Family Wealth Advisors, LLC
$0 - $999,999: 1.10% $1,000,000 - $2,999,999: 0.80% $3,000,000 - $4,999,999: 0.70% $5,000,000 - $9,999,999: 0.60% $10,000,000 - $24,999,999: 0.50% $25,000,000 - $49,999,999: 0.40% $50,000,000+: Negotiable
Certain supervised persons offer insurance products on a separate commission basis
Fee-only: Fixed fees for financial planning and consulting services range from $3,000 to $25,000, negotiable
49 Us Highway Route 202, Suite 13 A, Office #8
Far Hills, NJ 07931
New Jersey · Texas
FortisPath Advisors, LLC
2025 - Present (1 year)
NewEdge Advisors, LLC.
2024 - Present (2 years)
LPL Financial, llc
2019 - 2025 (6 years)
Morgan Stanley Private Bank, National Association
2015 - 2019 (4 years)
Morgan Stanley
2013 - 2019 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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