Chief Operating Officer · Main Street Financial Solutions, LLC
Courtney A. Elliott
CRD 7085490 · Named on Form ADV at one SEC-registered adviser
At a glance
Main Street Financial Solutions, LLC, an SEC-registered wealth manager based in Newtown, PA with $2.5 billion in regulatory assets, lists Courtney A. Elliott on its Form ADV as Chief Operating Officer, a control person.
Firms and roles
- Main Street Financial Solutions, LLCChief Operating OfficerWealth manager · Newtown, PA · $2.5B in regulatory assets
AtlasMembers
Courtney’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Brett R. DankoManaging Member & Chief Executive Officer, Main Street Financial Solutions, LLC
- Michael S. MinterChief Investment Officer, Main Street Financial Solutions, LLC
- Marie T. DzelzgalvisChief Financial Officer, Main Street Financial Solutions, LLC
- Thomas E. DurkinPresident & Managing Partner, Main Street Financial Solutions, LLC
- Colin M. MoorsCCO, Main Street Financial Solutions, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Courtney’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.