Market Street Wealth Management
Market Street Wealth Management (CRD# 155157) is a financial advisory firm headquartered in West Chester, PA. They manage $589,151,971 in 2,376 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management589MILLION
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Total Number of Accounts2,376ACCOUNTS
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Average Account Value$247,960
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, DC, DE, FL, MD, NC, NH, NJ, NY, PA, SC, TN, TX, VA
Matthew Dodge (CRD# 6374048) is an Investment Advisor Representative working at Market Street Wealth Management in West Chester, PA and has over 9 years of experience in the finance industry.
Kelly Doherty (CRD# 5155742) is an Investment Advisor Representative working at Market Street Wealth Management in West Chester, PA and has over 16 years of experience in the finance industry.
Matthew Eichert (CRD# 3084098) is an Investment Advisor Representative working at Market Street Wealth Management in West Chester, PA and has over 25 years of experience in the finance industry.
Kevin Holt (CRD# 4198617) is an Investment Advisor Representative working at Market Street Wealth Management in West Chester, PA and has over 23 years of experience in the finance industry.
Jeffrey Leppert (CRD# 2834622) is an Investment Advisor Representative working at Market Street Wealth Management in West Chester, PA and has over 27 years of experience in the finance industry.
Mark Meloro (CRD# 3261100) is an Investment Advisor Representative working at Market Street Wealth Management in West Chester, PA and has over 24 years of experience in the finance industry.
Andrew Thrift (CRD# 6705393) is an Investment Advisor Representative working at Market Street Wealth Management in West Chester, PA and has over 7 years of experience in the finance industry.
Troy Vogt (CRD# 4690637) is an Investment Advisor Representative working at Market Street Wealth Management in West Chester, PA and has over 13 years of experience in the finance industry.
Sarah Clayton (CRD# 6445263) is an Investment Advisor Representative working at Market Street Wealth Management in West Chester, PA and has over 5 years of experience in the finance industry.
John Prickett (CRD# 7754891) is an Investment Advisor Representative working at Market Street Wealth Management in Glen Mills, PA and has 1 year of experience in the finance industry.