Michael Scott Minter

Employer firm

Main Street Financial Solutions, LLC CRD 305834

$2.51B regulatory AUM 37 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2008 → Present
  Main Street Financial Solutions, Llc
  Newtown, PA

Previous Registrations

• 2008-02-26 → 2020-07-01
  Main Street Financial Solutions, Llc
  Newtown, PA
• 2004-02-02 → 2008-02-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Princeton, NJ
  Princeton, NJ
• 2003-02-19 → 2004-01-29
  Equity Services, Inc.
  Newtown, PA

Other Businesses

1) MAIN STREET FINANCIAL SOLUTIONS, LLC; INVESTMENT RELATED; 21 RTE 31 NORTH STE A7 PENNINGTON, NJ 08534; RIA; PARTNER; START DATE 02/2008; APPROX 160 HRS/MO; PROVIDE INVESTMENT AND FINANCIAL PLANNING SERVICES 2) FINANCIAL PLANNING RESOURCE CENTER; NON-INVESTMENT RELATED; 21 RTE 31 NORTH STE A7 PENNINGTON, NJ 08534;BROKER EDUCATION; OWNER; START DATE: 01/2010; APPROX 1 HR/MO; CONSULTANT ON INVESTMENT ADVICE AND HELP WITH EDUCATION CALLS 3) ELLIOTT ASSOCIATES; PASSIVE INVESTMENT; HEDGE FUND; START DATE: 2012 4) SUPERIOR COVE INSURANCE SERVICES, LLC. NOT INVESTMENT RELATED. 21 ROUTE 31 NORTH, SUITE A7. PENNINGTON, NJ 08534-FIXED INSURANCE. PARTNER. START DATE: 1/7/11. APPROXIMATE # OF HOURS: 3 HOURS MONTH. NO HOURS DURING SECURITY HOURS, MAINLY EVENING. MEET WITH CLIENTS AT THEIR REQUEST TO COMPLETE INSURANCE APPLICATIONS, SUBMIT APPLICATION, CLIENT FOLLOW UP. 5) PKS FINANCIAL SERVICES, 11/10/2011-PRESENT, FIXED INSURANCE SALES

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-12-13
• S66 Uniform Combined State Law Examination
  2003-02-10

Designations

• Certified Financial Planner