William Dougherty
Investment adviser representative at Main Street Financial Solutions, LLC
14 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$2.5BFirm assets
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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
14 years in the industry.
- Main Street Financial Solutions, LLCAug 2021 to now
- Hartford Funds Distributors, LLCDec 2012 to Jul 2021
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 3201456
- Firm CRD
- 305834