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David Richard Peloquin

MAIN STREET ADVISORS, LLC·WESTMINSTER, Maryland
Unclaimed Profile
205 EAST MAIN STREET, WESTMINSTER, MD 21157CRD# 1423632Firm CRD# 121797
01

About

David Richard Peloquin is a registered financial advisor based in WESTMINSTER, Maryland, affiliated with MAIN STREET ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MAIN STREET ADVISORS, LLC
MAIN STREET ADVISORS, LLC
AUM
$44M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MAIN STREET ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1423632
Firm CRD# 121797
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Richard Peloquin offer?
David Richard Peloquin specializes in Financial Planning, Investment Management. Contact their office in WESTMINSTER, Maryland for a consultation.
What are David Richard Peloquin's credentials?
David Richard Peloquin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Richard Peloquin located?
David Richard Peloquin is based in WESTMINSTER, Maryland, working with MAIN STREET ADVISORS, LLC. Their office serves clients in the WESTMINSTER metropolitan area and surrounding communities.
How does David Richard Peloquin charge for services?
David Richard Peloquin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MAIN STREET ADVISORS, LLC?
MAIN STREET ADVISORS, LLC has approximately 1 employees and manages $44M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
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Research
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