Nicolas
Valdes-Fauli

Main Street Financial Solutions, LLC

CRD#4851584
Investment Advisor
in Newtown, PA

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About this Advisor

Nicolas Valdes-Fauli is a certified financial planner based in Newtown, Pennsylvania with a total of 3 years of relevant experience. Valdes-Fauli is on the advisory team at Main Street Financial Solutions, LLC. Over the course of their career, they have held roles at Main Street Financial Solutions Dba Thin Blue Line Financial. Valdes-Fauli maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Florida and New York. Main Street Financial Solutions, LLC is a financial advisory business based in Newtown, PA. The firm has offices in 21 locations and a total of 41 people on staff. It oversees $2 billion in assets among its 5,424 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises six charities and foundations. Of its 5,424 accounts, 18% are associated with high-net-worth investors who have at least $1 million in investable assets. Main Street Financial Solutions, LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fees charged by Main Street Financial Solutions, LLC can consist of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

503 E. Washington Avenue Suite 1C
Newtown, PA 18940

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Main Street Financial Solutions, LLC Brokerage Details

Total Assets Under Management

$1,575,472,221

PA Average: $15,833,994,310
Total Number of Employees

41

PA Average: 41
Total Number of Accounts

5,424

PA Average: 3,342
Average Account Size

$290,463

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Nicolas Valdes-Fauli Work History

Nicolas has been registered as a financial advisor for 3 years.*

2023 - Present (1 year)

Main Street Financial Solutions Dba Thin Blue Line Financial

2010 - Present (14 years)

Main Street Financial Solutions Dba Thin Blue Line Financial

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nicolas Valdes-Fauli to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Main Street Financial Solutions, LLC

William Dougherty
Newtown, PA
Linda Pyles
Newtown, PA
Kerrie Debbs
Apex, NC
M Pablo
Newtown, PA
Ayman Ezzat
Newtown, PA
Marquis Hammett
Spring, TX
Ernest Csak
Newtown, PA
John Hammack
Toms River, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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