MAIN STREET FINANCIAL LIFE ADVISORS, LLC

MOORESTOWN, New Jersey·4 registered advisors·CRD# 118544

SEC# 801-608200856-234-3550

01

Firm Overview

AUM

$63M

Regulatory assets under management

Employees

6

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Compensation

Percentage of AUM

Hourly charges

03

Specialties

Investment Management

04

Advisors at MAIN STREET FINANCIAL LIFE ADVISORS, LLC

4 registered advisors

James Joseph Roman

MOORESTOWN, New Jersey

MOORESTOWN, New Jersey

Mark William Sulpizio

MOORESTOWN, New Jersey

Matthew Joseph Kulpa

MOORESTOWN, New Jersey

05

Office Locations

MOORESTOWN, New Jersey

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Data sourced from SEC Form ADV filings. MAIN STREET FINANCIAL LIFE ADVISORS, LLC (CRD# 118544) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.