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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-02-02 |
| TX | RA | APPROVED | 2022-01-28 |
Branch Locations
204 Courthouse Ln Suite 202, Toms River, NJ 08753 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Red Bank | NJ | 09/2011 | 01/2022 |
| Bank Of America, N.A. | Red Bank | NJ | 11/2011 | 01/2022 |
| Main Street Financial Solutions, Llc | Toms River | NJ | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-15 |
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