# MAIN STREET FINANCIAL LIFE ADVISORS, LLC

MAIN STREET FINANCIAL LIFE ADVISORS, LLC of MOORESTOWN, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 118544
- Type: SEC-registered investment adviser
- SEC file number: 801-60820
- Location: 212 W. ROUTE 38, MOORESTOWN, NJ, 08057
- Phone: 856-234-3550
- Latest filing: 2026-03-26
- Regulatory AUM: $56.9M
- Discretionary AUM: $56.2M
- Non-discretionary AUM: $681K
- Clients: 7
- Accounts: 85

## Business model

- Compensation: % of AUM, Hourly
- Clients served: High net worth, Pensions, Charities, Other

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| ROMAN JAMES JOSEPH | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| DINON GERARD MARK | MEMBER | — |
| ZOOK JOHN DAVID | MEMBER | — |
| GESSNER STEPHEN PETER | MEMBER | — |
| DINON LISA ANN | ADMINISTRATIVE PRINCIPAL; MEMBER / ADMINISTRATIVE PRINCIPAL | — |
| ROMAN JJOSEPH | MANAGING MEMBER | — |
| GESSNER STEPHEN | MEMBER | — |
| GESSNER STEPHEN P | MEMBER | — |
| SULPIZIO MARK WILLIAM | PARTNER | — |
| ROMAN LISA ANN | MEMBER / ADMINISTRATIVE PRINCIPAL | — |
| KULPA MATTHEW JOSEPH | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118544/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118544/similar
- Related entities: https://search.stillhousedata.com/firm/118544/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118544

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.