Main Street Financial Life Advisors, LLC

Main Street Financial Life Advisors, LLC (CRD# 118544) is a financial advisory firm headquartered in Moorestown, NJ. They manage $55,593,913 in 178 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
212 W. Route 38, Suite 600, Moorestown, NJ 08057
http://www.mainstreetfla.com
By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    178
    ACCOUNTS
  • Average Account Value
    $312,325
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Main Street Financial Life Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Matthew Kulpa, financial advisor Moorestown NJ
Matthew J. Kulpa
CRD#: 6012145
212 W. Route 38, Suite 600, Moorestown, NJ 08057

Matthew Kulpa (CRD# 6012145) is an Investment Advisor Representative working at Main Street Financial Life Advisors, LLC in Moorestown, NJ and has over 12 years of experience in the finance industry.

2
James Roman, financial advisor Moorestown NJ
James J. Roman
CRD#: 3133090
212 W. Route 38, Suite 600, Moorestown, NJ 08057

James Roman (CRD# 3133090) is an Investment Advisor Representative working at Main Street Financial Life Advisors, LLC in Moorestown, NJ and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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