MK
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
45 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$57.0M
Fee Structure
This document does not contain any fee information. Please refer to Main Street Financial Life Advisors, LLC's brochure for fee details.
Areas of Practice
Investment Management
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Advisor Information
Office location
212 W. Route 38, Suite 600, Moorestown, NJ, 08057
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Matthew is a principal at Roman & Kulpa, LLC, an accounting firm, spending about 10-20% of his time preparing tax returns. He also serves as treasurer for the Roman Catholic High School Alumni Association, dedicating minimal time to reviewing financial data and collaborating with board members.
Employment History
Current Registrations
Main Street Financial Life Advisors, LLC
January 2023 - Present · 3 yrs
Cwm, LLC
February 2021 - Present · 4 yrs 11 mos
Previous Registrations
Main Street Financial Life Advisors, LLC
January 2022 - December 2022 · 11 mos
Main Street Financial Life Advisors, LLC
January 2012 - December 2021 · 9 yrs 11 mos
State Registrations2 states
NJTX
Advisor
Exams
No exam information available for this advisor.