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Sean Coyle

Main Street Financial Solutions, LLC

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About Sean Coyle

Sean Coyle is an Investment Advisor Representative at Main Street Financial Solutions, LLC. Sean has over 10 years of experience in the financial services industry. Sean is a graduate of Temple University and holds a Series 65 license. Sean specializes in financial planning, portfolio management for individuals and pension consulting. Sean has a strong track record of helping clients achieve their financial goals. Sean is dedicated to providing his clients with personalized financial advice and guidance.

Firm Information

Sean Coyle is currently registered with Main Street Financial Solutions, LLC. Main Street Financial Solutions, LLC is an investment advisor based in Newtown, PA. The firm provides financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. With over $1.7 billion in regulatory assets under management, Main Street Financial Solutions, LLC serves over 5,200 clients across a variety of client types.
Main Street Financial Solutions, LLC

503 E. WASHINGTON AVENUE

NEWTOWN, PA 18940

$1.77B

Assets Under Management

37

Total Clients

34

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sean Coyle’s Registration & Firm History

PA

12/20/2023 - Present

Main Street Financial Solutions, LLC (NEWTOWN PA)

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Licenses & Designations

IA

Issued 12/19/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Coyle.
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