Unclaimed Profile

Michael Scott Minter

MAIN STREET FINANCIAL SOLUTIONS, LLC·NEWTOWN, Pennsylvania

SIE, Series 7, Series 55, Series 63, Series 66CFPClean record23 years registeredMAIN STREET FINANCIAL SOLUTIONS, LLC

503 E. WASHINGTON AVENUE, NEWTOWN, PA 18940CRD# 4392283Firm CRD# 305834

Profile Verification

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

Identity

Michael Scott Minter · NEWTOWN, PA

Registration

CRD #4392283 · MAIN STREET FINANCIAL SOLUTIONS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

MAIN STREET FINANCIAL SOLUTIONS, LLC

Mar 2020 – present

MAIN STREET FINANCIAL SOLUTIONS, LLC

Feb 2008 – Jul 2020

NEWTOWN, PA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Feb 2004 – Feb 2008

PRINCETON, NJ

ESI FINANCIAL ADVISORS

Feb 2003 – Jan 2004

NEWTOWN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 55

Series 63

Series 66

Registration record

First registered · February 19, 2003

Years registered · 23

Professional designation · CFP

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 305834 · SEC 801-117871

AUM

$1.8B

Regulatory assets under management

Employees

5,220 client accounts

Services offered by MAIN STREET FINANCIAL SOLUTIONS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

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 Michael Scott Minter offer?

Michael Scott Minter specializes in Financial Planning, Investment Management. Contact their office in NEWTOWN, Pennsylvania for a consultation.

What are Michael Scott Minter's credentials?

Michael Scott Minter holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Scott Minter located?

Michael Scott Minter is based in NEWTOWN, Pennsylvania, working with MAIN STREET FINANCIAL SOLUTIONS, LLC. Their office serves clients in the NEWTOWN metropolitan area and surrounding communities.

How does Michael Scott Minter charge for services?

Michael Scott Minter'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 41 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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