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LP

Linda K. Pyles

MAIN STREET FINANCIAL SOLUTIONS
Newtown, PA 18940
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CRD#: 1700649
LP

Professional summary


Linda Kennedy Pyles, CFP®, who also goes by Linda R Coruzzi, Linda Ruth Coruzzi ^, Linda Ruth Coruzzi, Linda Ruth Kennedy ^, Linda Ruth Kennedy, Linda K Pyles, is a registered financial advisor currently at MAIN STREET FINANCIAL SOLUTIONS, LLC located in Newtown, Pennsylvania.

Linda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Linda has worked at 6 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Linda R Coruzzi | Linda Ruth Coruzzi ^ | Linda Ruth Coruzzi | Linda Ruth Kennedy ^ | Linda Ruth Kennedy | Linda K Pyles

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Linda Kennedy Pyles's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 2012

Experience


Current

February 27, 2020 - Present

MAIN STREET FINANCIAL SOLUTIONS, LLC

Office #1: 503 E. Washington Avenue Suite 1c, Newtown, PA 18940
RIA
CRD#: 305834
Newtown, PA
Past

September 12, 2012 - July 1, 2020

MAIN STREET FINANCIAL SOLUTIONS, LLC

RIA
CRD#: 146118
NEWTOWN, PA
Past

August 19, 2010 - June 13, 2011

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
BEDMINSTER, NJ
Past

August 10, 2010 - June 13, 2011

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
BEDMINSTER, NJ
Past

October 28, 2008 - August 6, 2010

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
CHERRY HILL, NJ
Past

October 28, 2008 - August 6, 2010

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
CHERRY HILL, NJ
Past

November 8, 2007 - October 28, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
MARLTON, NJ
Past

November 8, 2007 - October 28, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
MARLTON, NJ
Past

September 5, 2007 - October 23, 2007

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
MARLTON, NJ
Past

August 2, 2007 - August 9, 2007

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
MARLTON, NJ
Past

September 19, 2006 - September 6, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
MARLTON, NJ
Past

August 11, 2006 - September 6, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
MARLTON, NJ

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MS
MAIN STREET FINANCIAL SOLUTIONS, LLC
ARSENAL CAPITAL ADVISORS | TWIN LIGHTS WEALTH MANAGEMENT | THIN BLUE LINE FINANCIAL | MASS FINANCIAL MANAGEMENT | MAIN STREET FINANCIAL SOLUTIONS, LLC | LIVINGWORTH WEALTH ADVISORS | LEGACY CAPITAL | JUNO WEALTH MANAGEMENT | JJM FINANCIAL GROUP | GENCAPITAL ADVISORY PARTNERS | EXITFOUR WEALTH PARTNERS | COLLABORATIVE WEALTH ADVISORY | CLOVERLY WEALTH MANAGEMENT

CRD#: 305834 / SEC#: 801-117871

RIA
Registered Investment Advisory firm - (1/2/2020 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Jersey
(3/11/2020)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/15/2006
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


MS
MAIN STREET FINANCIAL SOLUTIONS, LLC
ARSENAL CAPITAL ADVISORS | TWIN LIGHTS WEALTH MANAGEMENT | THIN BLUE LINE FINANCIAL | MASS FINANCIAL MANAGEMENT | MAIN STREET FINANCIAL SOLUTIONS, LLC | LIVINGWORTH WEALTH ADVISORS | LEGACY CAPITAL | JUNO WEALTH MANAGEMENT | JJM FINANCIAL GROUP | GENCAPITAL ADVISORY PARTNERS | EXITFOUR WEALTH PARTNERS | COLLABORATIVE WEALTH ADVISORY | CLOVERLY WEALTH MANAGEMENT

CRD#: 305834 / SEC#: 801-117871

RIA
Registered Investment Advisory firm - (1/2/2020 Approved)
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Contact information


Main Address
503 E. Washington Avenue Suite 1c, Newtown, PA 18940
Mailing Address
Phone number
(215) 259-5021
Established
Firm type
Fiscal year end
# of Employees
41

SEC notice filing (26 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/31/2025)

Regulatory assets under management


Total Number of Accounts6,091
AUM (Assets Under Management)$ 2,494,613,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MAIN STREET FINANCIAL SOLUTIONS, LLC

CRD#: 305834Newtown, PA 18940

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