Chief Financial Officer · Main Street Financial Solutions, LLC
Marie T. Dzelzgalvis
CRD 7089074 · 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 Marie T. Dzelzgalvis on its Form ADV as Chief Financial Officer, a control person.
Firms and roles
- Main Street Financial Solutions, LLCChief Financial OfficerWealth manager · Newtown, PA · $2.5B in regulatory assets
AtlasMembers
Marie’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
- Locked
- Search and export owners by title, state and firm size
- Locked
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
- Courtney A. ElliottChief Operating 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 Marie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.