EG
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
Elizabeth is a Director of Tax at Roman & Kulpa, LLC, a CPA firm, since September 2024. This is a full-time commitment and occurs during securities trading hours.
Employment History
Current Registrations
Main Street Financial Life Advisors, LLC
January 2025 - Present · 1 yr
Cwm, LLC
January 2025 - Present · 1 yr
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.