Main Street Financial Advisory LLC
Main Street Financial Advisory LLC (CRD# 308095) is a financial advisory firm headquartered in West Newbury, MA. They manage $19,001,000 in 100 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Main Street Financial Advisory LLC
By the Numbers
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Total Assets Under Management19MILLION
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Total Number of Accounts100ACCOUNTS
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Average Account Value$190,010
Compensation Options
- A percentage of assets under your management
- 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NH
Financial Advisors at Main Street Financial Advisory LLC
1
Patrick McCoy (CRD# 4541635) is an Investment Advisor Representative working at Main Street Financial Advisory LLC in West Newbury, MA and has over 23 years of experience in the finance industry.
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