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Tara Anne Conti

MAIN STREET FINANCIAL SOLUTIONS, LLC·PENNINGTON, New Jersey
Unclaimed Profile
21 ROUTE 31 NORTH, PENNINGTON, NJ 08534CRD# 5491146Firm CRD# 146118
01

About

Tara Anne Conti is a registered financial advisor based in PENNINGTON, New Jersey, affiliated with MAIN STREET FINANCIAL SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
MAIN STREET FINANCIAL SOLUTIONS, LLC
MAIN STREET FINANCIAL SOLUTIONS, LLC
AUM
$884M
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at MAIN STREET FINANCIAL SOLUTIONS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5491146
Firm CRD# 146118
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tara Anne Conti offer?
Tara Anne Conti specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PENNINGTON, New Jersey for a consultation.
What are Tara Anne Conti's credentials?
Tara Anne Conti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tara Anne Conti located?
Tara Anne Conti is based in PENNINGTON, New Jersey, working with MAIN STREET FINANCIAL SOLUTIONS, LLC. Their office serves clients in the PENNINGTON metropolitan area and surrounding communities.
How does Tara Anne Conti charge for services?
Tara Anne Conti'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 FINANCIAL SOLUTIONS, LLC?
MAIN STREET FINANCIAL SOLUTIONS, LLC has approximately 21 employees and manages $884M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PENNINGTON
Michelle Marie Logue — BNY MELLON ADVISORS, INC.Ainslie Simmonds — BNY MELLON ADVISORS, INC.Christopher Edward Vella — BNY MELLON ADVISORS, INC.Joseph Charles Minard — CURCIO WEBB LLCDawn Marie D'orlando — MAIN STREET FINANCIAL SOLUTIONS, LLC
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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