Market Street Wealth Management

Market Street Wealth Management (CRD# 155157) is a financial advisory firm headquartered in West Chester, PA. They manage $589,151,971 in 2,376 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    589
    MILLION
  • Total Number of Accounts
    2,376
    ACCOUNTS
  • Average Account Value
    $247,960
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, DC, DE, FL, MD, NC, NH, NJ, NY, PA, SC, TN, TX, VA

Financial Advisors at Market Street Wealth Management
Showing 1 - 10 of 10 top financial advisors.
1
Matthew D. Dodge
CRD#: 6374048
999 West Chester Pike, Suite 202, West Chester, PA 19382

Matthew Dodge (CRD# 6374048) is an Investment Advisor Representative working at Market Street Wealth Management in West Chester, PA and has over 9 years of experience in the finance industry.

2
Kelly L. Doherty
CRD#: 5155742
999 West Chester Pike, Suite 202, West Chester, PA 19382

Kelly Doherty (CRD# 5155742) is an Investment Advisor Representative working at Market Street Wealth Management in West Chester, PA and has over 16 years of experience in the finance industry.

3
Matthew G. Eichert
CRD#: 3084098
999 West Chester Pike, Suite 202, West Chester, PA 19382

Matthew Eichert (CRD# 3084098) is an Investment Advisor Representative working at Market Street Wealth Management in West Chester, PA and has over 25 years of experience in the finance industry.

4
Kevin A. Holt
CRD#: 4198617
999 West Chester Pike, Suite 202, West Chester, PA 19382

Kevin Holt (CRD# 4198617) is an Investment Advisor Representative working at Market Street Wealth Management in West Chester, PA and has over 23 years of experience in the finance industry.

5
Jeffrey W. Leppert
CRD#: 2834622
999 West Chester Pike, Suite 202, West Chester, PA 19382

Jeffrey Leppert (CRD# 2834622) is an Investment Advisor Representative working at Market Street Wealth Management in West Chester, PA and has over 26 years of experience in the finance industry.

6
Mark Meloro
CRD#: 3261100
999 West Chester Pike, Suite 202, West Chester, PA 19382

Mark Meloro (CRD# 3261100) is an Investment Advisor Representative working at Market Street Wealth Management in West Chester, PA and has over 24 years of experience in the finance industry.

7
Andrew C. Thrift
CRD#: 6705393
999 West Chester Pike, Suite 202, West Chester, PA 19382

Andrew Thrift (CRD# 6705393) is an Investment Advisor Representative working at Market Street Wealth Management in West Chester, PA and has over 7 years of experience in the finance industry.

8
Troy B. Vogt
CRD#: 4690637
999 West Chester Pike, Suite 202, West Chester, PA 19382

Troy Vogt (CRD# 4690637) is an Investment Advisor Representative working at Market Street Wealth Management in West Chester, PA and has over 13 years of experience in the finance industry.

9
Sarah L. Clayton
CRD#: 6445263
999 West Chester Pike, Suite 202, West Chester, PA 19382

Sarah Clayton (CRD# 6445263) is an Investment Advisor Representative working at Market Street Wealth Management in West Chester, PA and has over 5 years of experience in the finance industry.

10
John C. Prickett
CRD#: 7754891
Glen Mills, PA

John Prickett (CRD# 7754891) is an Investment Advisor Representative working at Market Street Wealth Management in Glen Mills, PA and has 1 year of experience in the finance industry.

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