AE
CFA · CFP
AE
CFA · CFP

Ayman Ezzat

18 Years of Experience
Staten Island, NY

Ayman Ezzat is a CFA, CFP-designated registered investment advisor at Main Street Financial Solutions, LLC, based in Staten Island, NY, with 18 years of industry experience. Ayman 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.

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
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Location

Staten Island, NY

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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.

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Employment History
Current Registrations
Main Street Financial Solutions, LLC
February 2020 - Present · 6 yrs 8 mos
Previous Registrations
Main Street Financial Solutions, LLC
October 2018 - July 2020 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2011 - October 2018 · 7 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2011 - October 2018 · 7 yrs 4 mos
AXA Advisors, LLC
June 2009 - June 2011 · 2 yrs
AXA Advisors, LLCBroker
July 2008 - June 2011 · 2 yrs 11 mos
State Registrations1 state
NY
Advisor

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Exams
No exam information available for this advisor.
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