Morris F. Licciardello

MAIN STREET FINANCIAL SOLUTIONS

NEWTOWN, PA 18940

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CRD#: 4122864

Professional summary

Morris Francis Licciardello JR, CFP®, who also goes by Morris Francis Licciardello, Licciardello Jr, Morris Francis Licciardello, Jr. Jr, Morris Francis Licciardello, Jr., is a registered financial advisor currently at MAIN STREET FINANCIAL SOLUTIONS, LLC located in Newtown, Pennsylvania and PURSHE KAPLAN STERLING INVESTMENTS located in Willow Grove, Pennsylvania.

Morris is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Morris has worked at 7 firms and has passed the Series 66, Series 99TO, SIE, Series 7 and Series 24 exams.

Aliases

Morris Francis Licciardello | Licciardello Jr | Morris Francis Licciardello, Jr. Jr | Morris Francis Licciardello, Jr.

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.

Tax Preparation Mr. Licciardello works part-time as a certified tax preparer, providing tax preparation services to clients through a separate practice located at 104 Pheasant Run, Suite 103, Newtown, PA 18940. He has been engaged in this activity since April 2018 and devotes approximately 3 hours per month to it, including up to 2 hours during normal trading hours. This activity is considered investment-related due to its potential overlap with financial planning services. Insurance Sales – PKS Financial Services, Inc. Mr. Licciardello is expected to become a licensed insurance agent with PKS Financial Services, Inc., located at 410 Easton Road, Willow Grove, Pennsylvania, beginning approximately June 2026. In that capacity, he will sell life insurance products. He anticipates spending approximately 3 hours per month on this activity, including up to 2 hours during normal trading hours. This activity is considered investment-related. PKS Financial Services, Inc. is an affiliate of his broker-dealer. Main Street Financial Solutions-at registered branch address. RIA. Advisor. Investment related. start 6/15/26. Comprehensive wealth management. 140 hours/120 hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Morris Francis Licciardello JR'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^®

Certified Financial Planner

Start date: 2022

Experience

Current

June 15, 2026 - Present

MAIN STREET FINANCIAL SOLUTIONS, LLC

Office #1: 104 Pheasant Run Suite 103, Newtown, PA 18940

RIA

CRD#: 305834

NEWTOWN, PA

Current

March 31, 2021 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 410 Easton Road, Willow Grove, PA 19090

CRD#: 35747

Willow Grove, PA

Past

April 15, 2021 - June 18, 2026

VALLEY FINANCIAL GROUP

RIA

CRD#: 312254

AMBLER, PA

Past

November 24, 2003 - March 31, 2021

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

Flourtown, PA

Past

November 18, 2003 - November 19, 2003

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

Flourtown, PA

Past

November 18, 2003 - March 31, 2021

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

Flourtown, PA

Past

February 13, 2003 - November 24, 2003

OSAIC FS, INC.

RIA

CRD#: 3870

HAMILTON, NJ

Past

July 29, 2002 - February 14, 2003

POLARIS ADVISORY SERVICES INC

RIA

CRD#: 109435

HAMILTON, NJ

Past

July 8, 2000 - November 24, 2003

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

Past

February 9, 2000 - July 8, 2000

POLARIS FINANCIAL SERVICES, INC.

CRD#: 14521

CONCORD, NH

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".

MAIN STREET FINANCIAL SOLUTIONS, LLC

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(12/23/2025)

Arizona
(11/7/2025)

Florida
(3/31/2021)

Georgia
(1/9/2026)

Illinois
(11/7/2025)

Massachusetts
(3/31/2021)

New Hampshire
(10/15/2021)

New Jersey
(3/31/2021)

New York
(3/31/2021)

Pennsylvania
(3/31/2021)

IAR

Pennsylvania
(6/15/2026)

South Carolina
(11/7/2025)

Texas
(11/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/6/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/7/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/30/2000

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

MAIN STREET FINANCIAL SOLUTIONS, LLC

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

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	6,091
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.

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Advisor Monitoring

Firm Stability Insights

Morris F. Licciardello

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Morris Francis Licciardello JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

VALLEY FINANCIAL GROUP

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

OSAIC FS, INC.

POLARIS ADVISORY SERVICES INC

OSAIC FS, INC.

POLARIS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

MAIN STREET FINANCIAL SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/6/2000

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 2/7/2000

Series 24

Date: 5/30/2000

FINRA

Current Firm

MAIN STREET FINANCIAL SOLUTIONS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MAIN STREET FINANCIAL SOLUTIONS, LLC

TRUST BUT VERIFY

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