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Derek Stephen Menaldino

MAIN LINE FINANCIAL ADVISORS, LLC.·POTTSTOWN, Pennsylvania
Unclaimed Profile
211 E HIGH STREET, POTTSTOWN, PA 19464CRD# 5087135Firm CRD# 121583
01

About

Derek Stephen Menaldino is a registered financial advisor based in POTTSTOWN, Pennsylvania, affiliated with MAIN LINE FINANCIAL ADVISORS, 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 LINE FINANCIAL ADVISORS, LLC.
MAIN LINE FINANCIAL ADVISORS, LLC.
AUM
$10M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MAIN LINE FINANCIAL ADVISORS, LLC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5087135
Firm CRD# 121583
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Derek Stephen Menaldino offer?
Derek Stephen Menaldino specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in POTTSTOWN, Pennsylvania for a consultation.
What are Derek Stephen Menaldino's credentials?
Derek Stephen Menaldino is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Derek Stephen Menaldino located?
Derek Stephen Menaldino is based in POTTSTOWN, Pennsylvania, working with MAIN LINE FINANCIAL ADVISORS, LLC.. Their office serves clients in the POTTSTOWN metropolitan area and surrounding communities.
How does Derek Stephen Menaldino charge for services?
Derek Stephen Menaldino'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 LINE FINANCIAL ADVISORS, LLC.?
MAIN LINE FINANCIAL ADVISORS, LLC. has approximately 1 employees and manages $10M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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