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 $124,206,387 in 376 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    124
    MILLION
  • Total Number of Accounts
    376
    ACCOUNTS
  • Average Account Value
    $330,336
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
  • Selection of other advisers (including private fund managers)
  • Other
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.

DE, FL, MA, NJ, PA

Financial Advisors at Main Street Financial Life Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Janet M. Bennett
CRD#: 5229278
212 W. Route 38, Suite 600, Moorestown, NJ 08057
93
Wealthminder
score

Janet Bennett (CRD# 5229278) is an Investment Advisor Representative working at Main Street Financial Life Advisors, LLC in Moorestown, NJ and has over 11 years of experience in the finance industry.

2
Matthew J. Kulpa
CRD#: 6012145
212 W. Route 38, Suite 600, Moorestown, NJ 08057
93
Wealthminder
score

Matthew Kulpa (CRD# 6012145) is an Investment Advisor Representative working at Main Street Financial Life Advisors, LLC in Moorestown, NJ and has over 6 years of experience in the finance industry.

3
Linda A. McDevitt
CRD#: 4588613
212 W. Route 38, Suite 600, Moorestown, NJ 08057
93
Wealthminder
score

Linda McDevitt (CRD# 4588613) is an Investment Advisor Representative working at Main Street Financial Life Advisors, LLC in Moorestown, NJ and has over 15 years of experience in the finance industry.

4
James J. Roman
CRD#: 3133090
212 W. Route 38, Suite 600, Moorestown, NJ 08057
93
Wealthminder
score

James Roman (CRD# 3133090) is an Investment Advisor Representative working at Main Street Financial Life Advisors, LLC in Moorestown, NJ and has over 18 years of experience in the finance industry.

5
Mark W. Sulpizio
CRD#: 1358519
212 W. Route 38, Suite 600, Moorestown, NJ 08057
93
Wealthminder
score

Mark Sulpizio (CRD# 1358519) 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.

6
Rebecca Iacopelli
CRD#: 6563526
212 W. Route 38, Suite 600, Moorestown, NJ 08057
89
Wealthminder
score

Rebecca Iacopelli (CRD# 6563526) is an Investment Advisor Representative working at Main Street Financial Life Advisors, LLC in Moorestown, NJ and has over 2 years of experience in the finance industry.

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