Evan J Steinfeld
Investment adviser representative at Liftpoint Family Wealth Advisors, LLC
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$187.7MFirm assets
Are you Evan J Steinfeld? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Allora Solutions, LLCNov 2025 to now
- Liftpoint Family Wealth Advisors, LLCSep 2025 to now
- Advanced Healing Technologies (ox)Dec 2024 to Nov 2025
- Newedge Advisors, LLC.Oct 2024 to Sep 2025
- LPL Financial LLCJun 2021 to Sep 2025
- Morgan Stanley Private Bank, N.A.Jul 2018 to May 2021
- Morgan StanleyJan 2018 to Jun 2018
- Lee and Associates Commercial Real Estate ServicesMay 2017 to Aug 2017
- Pennsylvania State UniversityAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 3 states (NJ, PA, TX).
Liftpoint Family Wealth Advisors, LLC
$187.7MAssets managed
64Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6905780
- Firm CRD
- 337973