Direct booking
Book time directly with this advisor, no back-and-forth required
5 advisors near New York, NY
Based on your filters
Melissa T
CFP®
Verona, NJ
Main Street Financial Solutions, LLC
Melissa Thier is a CFP® professional with six years of industry experience, currently serving at Main Street Financial Solutions, LLC since 2018. Prior to joining the firm, she worked as a consultant from 2013 to 2018. Main Street Financial Solutions manages approximately $2.49 billion in assets for a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, and institutional entities. The firm employs a multi-asset investment approach combining low-cost mutual funds, passive ETFs, actively managed funds, individual equities and bonds, options, and selected Independent Managers.
Christina M
CFP®, Series 65
New York, NY
Main Street Financial Solutions, LLC
Christina Massalay is a CFP® professional with 12 years of industry experience. She currently works at Main Street Financial Solutions, LLC and previously spent 11 years at Credit Suisse Securities (USA) LLC. Main Street Financial Solutions manages approximately $2.49 billion in regulatory assets for a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, and institutional investors. The firm employs a multi-asset investment approach that combines low-cost mutual funds and passive ETFs with actively managed funds, individual securities, options, and selected Independent Managers, providing both discretionary and non-discretionary services.
Jamahl M
CFP®, ChFC®, Series 63, Series 66
Verona, NJ
Main Street Financial Solutions, LLC
Jamahl Mahmood is a CFP® and ChFC® with 24 years of industry experience. He is currently with Main Street Financial Solutions, LLC, where he has worked since 2017, and has prior experience at Purshe Kaplan Sterling Investments and Access Wealth Planning, LLC. Outside of his advisory role, Mahmood serves as a wedding officiant and is a board member of the AFK Foundation and Glenwood Pier Condo Association. Main Street Financial Solutions manages approximately $2.49 billion in assets for over 2,200 clients through a multi-team structure. The firm employs an academic-based, multi-asset investment approach that includes low-cost mutual funds, passive ETFs, actively managed funds, individual securities, options, and selected Independent Managers, serving a diverse client base that includes institutional and individual investors.
Nicolas V
CFP®, Series 63, Series 65
New York, NY
Main Street Financial Solutions, LLC
Nicolas Valdes Fauli is a CFP® professional with 10 years of industry experience, currently affiliated with Main Street Financial Solutions, LLC in New York, NY. He has been with Main Street Financial Solutions, including its Thin Blue Line Financial division, since 2010. Main Street Financial Solutions manages approximately $2.49 billion in regulatory assets for over 2,200 clients through a multi-team structure. The firm offers financial planning, investment management, retirement plan consulting, and access to alternative investments using an academic-based, multi-asset approach that includes passive and active strategies, serving individual, high-net-worth, and institutional clients.
Ayman E
CFP®, CFA®, Series 66
Staten Island, NY
Main Street Financial Solutions, LLC
Ayman Ezzat is a CFP®, CFA®, and holds a Series 66 license with 17 years of industry experience. He has worked at Main Street Financial Solutions, LLC since 2018 and previously held roles at Bank of America, N.A. and Merrill from 2011 to 2018. Main Street Financial Solutions manages approximately $2.49 billion in assets for over 2,200 clients through 35 advisors. The firm serves individuals, high-net-worth clients, and institutional clients including pension plans and sovereign wealth funds, employing an academic-based, multi-asset investment approach that combines low-cost passive funds with active management and alternative investments.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
We found advisors who
match your criteria
Add your contact info to see them and get help making the right introduction.
We'll only reach out about your advisor search.
No spam.
5 advisors near New York, NY
Based on your filters