Main Street Financial Solutions, LLC

Main Street Financial Solutions, LLC (CRD# 305834) is a financial advisory firm headquartered in Newtown, PA. They manage $1,770,646,602 in 5,220 accounts and serve the financial needs of clients across 26 states (or territories).

Current Firm Details
503 E. Washington Avenue, Suite 1c, Newtown, PA 18940
https://www.linkedin.com/company/exitfour
By the Numbers
  • Total Assets Under Management
    1,771
    MILLION
  • Total Number of Accounts
    5,220
    ACCOUNTS
  • Average Account Value
    $339,204
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, MA, MD, MI, NC, NH, NJ, NY, PA, RI, SC, TN, TX, VA, WA

Financial Advisors at Main Street Financial Solutions, LLC
Showing 31 - 35 of 35 top financial advisors.
31
Clifford Wang, financial advisor Atlanta GA
Clifford G. Wang
CRD#: 4215550
Six Concourse Parkway, Suite 1515, Atlanta, GA 30328

Clifford Wang (CRD# 4215550) is an Investment Advisor Representative working at Main Street Financial Solutions, LLC in Atlanta, GA and has over 23 years of experience in the finance industry.

32
Sean Coyle, financial advisor Newtown PA
Sean Coyle
CRD#: 7847107
503 E. Washington Avenue, Suite 1c, Newtown, PA 18940

Sean Coyle (CRD# 7847107) is an Investment Advisor Representative working at Main Street Financial Solutions, LLC in Newtown, PA and has 1 year of experience in the finance industry.

33
Christina Massalay, financial advisor Brooklyn NY
Christina Massalay
CRD#: 5026750
Brooklyn, NY

Christina Massalay (CRD# 5026750) is an Investment Advisor Representative working at Main Street Financial Solutions, LLC in Brooklyn, NY and has 1 year of experience in the finance industry.

34
Micala Patschke, financial advisor Newtown PA
Micala Patschke
CRD#: 6809695
503 E. Washington Avenue, Suite 1c, Newtown, PA 18940

Micala Patschke (CRD# 6809695) is an Investment Advisor Representative working at Main Street Financial Solutions, LLC in Newtown, PA and has 1 year of experience in the finance industry.

35
Melissa Thier, financial advisor Verona NJ
Melissa A. Thier
CRD#: 6517952
155 Pompton Ave, Suite 108, Verona, NJ 07044

Melissa Thier (CRD# 6517952) is an Investment Advisor Representative working at Main Street Financial Solutions, LLC in Verona, NJ and has 1 year of experience in the finance industry.

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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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