Unclaimed Profile

Tara Anne Conti

MAIN STREET FINANCIAL SOLUTIONS, LLC·PENNINGTON, New Jersey

Series 65Clean record18 years registeredMAIN STREET FINANCIAL SOLUTIONS, LLC

21 ROUTE 31 NORTH, PENNINGTON, NJ 08534CRD# 5491146Firm CRD# 146118

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tara Anne Conti · PENNINGTON, NJ

Registration

CRD #5491146 · MAIN STREET FINANCIAL SOLUTIONS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

PRINCETON GLOBAL ASSET MANAGEMENT LLC

Apr 2022 – present

POSITIVE IMPACT CONSULTING LLC

Mar 2017 – Dec 2023

PRINCETON, NJ

PRIVATE WEALTH MANAGEMENT GROUP

Oct 2015 – Aug 2016

PRINCETON, NJ

GLEN EAGLE ADVISORS, LLC

Jul 2013 – Jul 2015

PRINCETON, NJ

MAIN STREET FINANCIAL SOLUTIONS, LLC

Mar 2008 – Jul 2013

PENNINGTON, NJ

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 28, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MAIN STREET FINANCIAL SOLUTIONS, LLC

CRD 146118 · SEC 801-70557

AUM

$884M

Regulatory assets under management

Employees

2,870 client accounts

Services offered by MAIN STREET FINANCIAL SOLUTIONS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MAIN STREET FINANCIAL SOLUTIONS, LLC →

Introduction

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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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