TrueAdvisor
TrueAdvisor
RE
CFP
RE
CFP

Robert Ebling

Main Street Financial Solutions, LLC
16 Years of Experience
Moorestown, NJ
View SEC Summary
View SEC Summary

Robert Ebling is a CFP-designated registered investment advisor at Main Street Financial Solutions, LLC, based in Moorestown, NJ, with 16 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 6 more. Their firm serves 2,111 clients with $2.5B in assets under management.

Main Street Financial Solutions, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
2,111 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$2.5B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual management fee varies up to an upper limit of 2.00% depending on portfolio size and composition. Fees are negotiable based on criteria such as anticipated future assets, account composition, and pre-existing relationships.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

312 W Route 38, Suite 101, Moorestown, NJ, 08057

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Robert is a committee member of The ESOP Association, a non-profit advocacy organization, since 2021. He dedicates minimal time to this activity.

Employment History
Current Registrations
Main Street Financial Solutions, LLC
April 2022 - Present · 4 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2013 - April 2022 · 9 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2011 - April 2022 · 11 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2010 - March 2011 · 6 mos
State Registrations2 states
NJTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Moorestown, NJ →All financial advisors in New Jersey →