Main Street Advisors, LLC

Main Street Advisors, LLC (CRD# 121797) is a financial advisory firm headquartered in Westminster, MD. They manage $40,220,529 in 338 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    338
    ACCOUNTS
  • Average Account Value
    $118,996
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD, PA

Financial Advisors at Main Street Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David R. Peloquin
CRD#: 1423632
205 East Main Street, Westminster, MD 21157
96
Wealthminder
score

David Peloquin (CRD# 1423632) is an Investment Advisor Representative working at Main Street Advisors, LLC in Westminster, MD and has over 31 years of experience in the finance industry. David Peloquin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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