Main Street Financial

Main Street Financial (CRD# 118130) is a financial advisory firm headquartered in Mount Kisco, NY. They manage $45,523,013 in 271 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    271
    ACCOUNTS
  • Average Account Value
    $167,982
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

CT, NY, TX

Financial Advisors at Main Street Financial
Showing 1 - 1 of 1 top financial advisors.
1
Leo L. Cunningham
CRD#: 4702201
14 Smith Avenue, Mount Kisco, NY 10549
96
Wealthminder
score

Leo Cunningham (CRD# 4702201) is an Investment Advisor Representative working at Main Street Financial in Mount Kisco, NY and has over 12 years of experience in the finance industry. Leo Cunningham 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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