John M Gorman
Investment adviser representative at Mainstreet Advisors
13 yearsExperience
1 stateRegistered in
$5.9BFirm assets
18 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Mainstreet AdvisorsJan 2020 to now
- Mainstreet Investment Advisors, LLCNov 2019 to now
- Capital Institutional Service, Inc.Feb 2019 to Nov 2019
- Fintech SecuritiesOct 2013 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2010
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (IL).
Mainstreet Advisors
Legal name: Mainstreet Investment Advisors LLC
$5.9BAssets managed
58Clients
10Advisers
18 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
- 5230713
- Firm CRD
- 146615