Investment adviser representative · Main Street Financial Solutions, LLC

Matt J. Goren

CRD 7991283 · Newtown, PA

At a glance

Matt J. Goren is an investment adviser representative with Main Street Financial Solutions, LLC in Newtown, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Matt’s SEC record dates to 2024, about 2 years ago. Designations on file: Certified Financial Planner.

Current advisory firm

Main Street Financial Solutions, LLCSince February 2026Newtown, PA · $2.5B in regulatory assets

SEC adviser record

Registered since: 2024 (2 years)
Designations: Certified Financial Planner
Exams: Series 63, Series 65
Registered in: 1 state
Also a broker representative: No
Disclosures on record: None

AtlasMembers

Matt’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 1 firmLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.