MAIN STREET FINANCIAL SOLUTIONS, LLC

NEWTOWN, Pennsylvania·4 registered advisors·CRD# 146118

SEC# 801-7055711215-259-5021

01

Firm Overview

AUM

$884M

Regulatory assets under management

Employees

21

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at MAIN STREET FINANCIAL SOLUTIONS, LLC

4 registered advisors

Dawn Marie D'orlando

PENNINGTON, New Jersey

Douglas Robert Buchan

NEWTOWN, Pennsylvania

Kerrie Jeanne Wagner

PENNINGTON, New Jersey

Tara Anne Conti

PENNINGTON, New Jersey

05

Office Locations

PENNINGTON, New Jersey

NEWTOWN, Pennsylvania

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Data sourced from SEC Form ADV filings. MAIN STREET FINANCIAL SOLUTIONS, LLC (CRD# 146118) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.