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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-19-1999
- Office Locations
- 1
Office Locations
About Main Street Advisors, LLC
Main Street Advisors, LLC is an independent, fee-only fiduciary RIA in Westminster, Maryland providing investment management and comprehensive financial planning. The firm supports clients from early career through retirement, focusing on portfolio allocation, retirement income, Social Security/Medicare decisions, and tax and estate planning coordination. Founded in 1999 by CFP professional David Richard Peloquin; affiliated with Fidelity.
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Owner & Executives
DAVID RICHARD PELOQUIN
Chief Compliance Officer, Investment Advisor, Managing Member, President
- CRD
- #1423632
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,536,690 | $112,958 |
| Non-Discretionary | $0 | -- |
| Total | $81,536,690 | $112,958 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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