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Thomas Edward Durkin

Main Street Financial Solutions, LLC

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About Thomas Edward Durkin

Thomas Durkin is an investment advisor representative associated with Main Street Financial Solutions, LLC. Thomas has been in the industry since 1994 and has experience with financial planning and portfolio management. Previously, Thomas worked with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Thomas Durkin 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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Thomas Durkin’s Registration & Firm History

PA

02/28/2024 - Present

Main Street Financial Solutions, LLC (NEWTOWN PA)

NJ

01/29/2015 - 07/10/2023

UBS FINANCIAL SERVICES INC. (NORTHFIELD NJ)

PA

09/26/1994 - 01/30/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYNE PA)

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Licenses & Designations

IA

Issued 10/27/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/05/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 06/23/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/1997

Series 31 - Futures Managed Funds Examination

BC

Issued 09/22/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Edward Durkin.
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