Leo Cunningham
Main Street Financial · Purchase, New York
Leo Cunningham is a fee-only financial advisor at Main Street Financial in Purchase, New York, who holds the CFP credential. Main Street Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Main Street Financial |
|---|---|
| Based in | Purchase, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $71.1M across 267 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, TX · CRD 4702201 |
| Exams passed | Series 66 (2003) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.mainstfinancial.com |
How Leo's firm compares
- Main Street Financial's average account is about $266,000, from its Form ADV (assets managed divided by 267 accounts).
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Questions about Leo
Is Leo Cunningham a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Leo holds no broker registration, and Main Street Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Leo charge for financial advice?
Leo's firm, Main Street Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Leo Cunningham based?
Leo Cunningham is based in Purchase, New York.
What credentials does Leo Cunningham hold?
Leo Cunningham holds the CFP credential.
Is Leo Cunningham registered with the SEC?
Yes. Leo Cunningham is registered as an investment adviser representative in NY and TX (CRD 4702201), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Main Street Financial manage?
Main Street Financial reports $71.1M across 267 accounts in assets under management.
How do I contact Leo Cunningham?
Through Leo's website, www.mainstfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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