MAIN STREET FINANCIAL LIFE ADVISORS, LLC of MOORESTOWN, NJ is an SEC-registered investment adviser (CRD 118544). Regulatory assets under management: $56.9M.
Compensation: % of AUM, Hourly.
Clients served: High net worth, Pensions, Charities, Other.
| 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 | — |