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Main Advisory, Inc. CRD 328040
$163M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2400 Ansys Drive Suite 102, Canonsburg, PA 15317 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-09-18 |
| PA | RA | APPROVED | 2023-10-10 |
Branch Locations
2001 South Main Street Suite 103, Blacksburg, VA 24060 • United States
2400 Ansys Drive Suite 102, Canonsburg, PA 15317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Canonsburg | PA | 03/2016 | 10/2023 |
| Prudential Insurance Company Of America | Canonsburg | PA | 07/2016 | 10/2023 |
| Main Advisory, Inc. | Canonsburg | PA | 10/2023 | Present |
| Roadmap Financial Solutions Group, Llc | Mcmurray | PA | 07/2023 | Present |
Licensed insurance professional; not investment-related; same address; less than 20% of business time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-13 |
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