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Frequently Asked Questions
Have questions? We have answers.
Is Main Street Back Office Solutions an RIA?
No, we are not a Registered Investment Advisor, however our affiliate, Main Street Financial Solutions, LLC is an SEC Registered Investment Advisor.
Do you offer Succession Planning?
Yes, whether you are seeking to retire or to simply have an emergency backup plan, our industry veterans will draft a comprehensive Succession Plan including partnering with an advisor, buying out your practice and insuring your family for potential loss.
Will you help me create my own RIA?
Yes, our experience team will help you stand up your own RIA every step of the way including regulatory filings, disclosures, website and promotional materials.
Can I become an Investment Advisor Representative of MSFS?
Yes, our affiliate, MSFS, is looking for Investment Advisor Representatives that share our philosophy.
What Custodians do you work with?
We work with Schwab, Fidelity and Pershing.
Do you provide Software Solutions?
Yes, we primarily use Orion Advisor Technologies with RedTail and relationships with iCapital, CAIS and others.