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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 | 2023-03-10 |
| NJ | RA | APPROVED | 2020-03-25 |
Branch Locations
104 Pheasant Run Suite 103, Newtown, PA 18940 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2014 | 05/2018 |
| Alliance Wealth Management Group, Llc | Flemington | NJ | 09/2014 | 05/2018 |
| Main Street Financial Solutions, Llc | Flemington | NJ | 05/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-31 |
| S65 | Uniform Investment Adviser Law Examination | 2002-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-11 |
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