William J Cuthbertson ii
Investment adviser representative at Main Street Financial Solutions, LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.5BFirm assets
Are you William J Cuthbertson ii? Claim your profile
Contact this firm
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
20 years in the industry.
- Main Street Financial Solutions, LLC.Dec 2023 to now
- Ameriprise Financial Services, Inc.Jun 2006 to Nov 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
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
- 4747909
- Firm CRD
- 305834