Main Street Financial Life Advisors LLC
Legal Name: MAIN STREET FINANCIAL LIFE ADVISORS, LLC
Full Contact Details
Main Street Financial Life Advisors LLC
212 W. ROUTE 38, SUITE 600, MOORESTOWN, NJ
856-234-3550
856-234-3577
Other Info
Main Street Financial Life Advisors LLC is a New Jersey Limited Liability Company, registered with the U.S. Securities and Exchange Commission since December 2001. With 7 employees and 3 dedicated to advisory roles, they provide financial advisory services to 6 clients. Their current SEC status is approved, indicating a strong record of compliance with SEC regulations.
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Direct Owners
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JAMES JOSEPH ROMAN
MANAGING MEMBER/CHIEF COMPLIANCE OFFICER owns 75% or more
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LISA ANN ROMAN
MEMBER / ADMINISTRATIVE PRINCIPAL owns more than 5% but less than 10%