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Main Street Financial Solutions, LLC CRD 305834
$2.51B regulatory AUM 37 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
104 Pheasant Run Suite 103, Newtown, PA 18940 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-12 |
| TX | RA | APPROVED | 2024-01-12 |
Branch Locations
1100 E. Hector Street Suite 399, Suite 399, PA 19428 • United States
104 Pheasant Run Suite 103, Newtown, PA 18940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 10/2013 | 10/2016 |
| Bank Of America, N.A. | Jenkintown | PA | 10/2016 | 01/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jenkintown | PA | 10/2016 | 01/2024 |
| Main Street Financial Solutions, Llc. | Newtown | PA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-20 |
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