UBS Financial Services
39yrs
Top advisor by experience in Montauk
New
John Schoen is a fiduciary financial advisor in Montauk, New York, registered since Nov 2025. John joined Main Street Financial Solutions in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 6 advisors with offices in Montauk, and one of 4 fiduciaries.
At a glance
ExperienceNew to the profession (since Nov 2025)
How that compares ?New to the profession
OfficeMontauk, NY
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.2 million
Advisors at the firm41
States licensed ?1 state
Services through Main Street Financial Solutions
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jan 2026 – nowMain Street Financial Solutions, LLCCurrent firm
Contact John
Montauk, NYOffice · Get directions Firm main line(215) 259-5021Headquarters: Main Street Financial Solutions · Newtown, PAIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask John
Tailored to John’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Main Street Financial Solutions at (215) 259-5021 and ask for John Schoen. John works from the Montauk, NY office.
How long has John been a financial advisor?
John is new to the profession, registered since Nov 2025, and holds 1 license.
What licenses does John hold?
Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Main Street Financial Solutions reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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