Liam C Duffy
Investment adviser representative at Fourstar Wealth Advisors, LLC
13 yearsExperience
1 stateRegistered in
$1.4BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Fourstar Wealth Advisors, LLCJun 2023 to now
- John B. Sanfilippo and SonMay 2022 to Aug 2022
- Lifetime FitnessMay 2021 to Aug 2021
- Joe's BreweryJan 2020 to May 2023
- StudentJul 2013 to Aug 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
Fourstar Wealth Advisors, LLC
$1.4BAssets managed
1,798Clients
44Advisers
9 yearsIn 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
- 7808555
- Firm CRD
- 169613