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Susan Minnier

Main Street Financial Solutions, LLC

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About Susan Minnier

Susan Minnier is a Registered Investment Advisor at Main Street Financial Solutions, LLC. Susan has been in the financial industry since 2017 and is licensed in New Jersey. She has a Series 6, Series 7, Series 63, Series 65, and Series 26. Susan has prior experience working at Merrill Lynch, Pierce, Fenner & Smith Incorporated and PFS Investments Inc. Susan specializes in working with high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Susan Minnier 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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Susan Minnier’s Registration & Firm History

NJ

10/11/2022 - Present

Main Street Financial Solutions, LLC (Moorestown NJ)

NJ

08/31/2018 - 04/26/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT LAUREL NJ)

NJ

10/03/2017 - 08/31/2018

PFS INVESTMENTS INC. (PENNSAUKEN NJ)

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Licenses & Designations

IA

Issued 05/02/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/24/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/22/2018

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 05/17/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Susan Minnier.
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