Matthew Lee Chua
Investment adviser representative at Main Street Financial Solutions, LLC
11 yearsExperience
1 stateRegistered in
$2.5BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Main Street Financial Solutions, LLCOct 2024 to now
- Self-employedFeb 2018 to Oct 2024
- SofiJul 2017 to Feb 2018
- Self-employedJan 2015 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (VA).
Main Street Financial Solutions, LLC
$2.5BAssets managed
2,111Clients
41Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3047585
- Firm CRD
- 305834