Brett
Danko

Main Street Financial Solutions, LLC

CRD#2347783
Investment Advisor
in Newtown, PA

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About this Advisor

Brett Danko is a certified financial planner working out of Newtown, Pennsylvania with a total of 3 years of relevant experience. Danko currently works for Main Street Financial Solutions, LLC. The advisor has gained experience at Main Street Financial Solutions, LLC and Brett Danko, LLC. Danko is registered to serve investors in Pennsylvania. Main Street Financial Solutions, LLC is a financial advisory business operating out of Newtown, PA. The company has offices in 21 locations and a total of 41 advisors. It handles $2 billion in total assets between its 5,424 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves six charitable organizations. Of its 5,424 client accounts, 18% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fee types charged by Main Street Financial Solutions, LLC most likely consist of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

503 E. Washington Avenue Suite 1C
Newtown, PA 18940

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Main Street Financial Solutions, LLC Brokerage Details

Total Assets Under Management

$1,575,472,221

PA Average: $15,833,994,310
Total Number of Employees

41

PA Average: 41
Total Number of Accounts

5,424

PA Average: 3,342
Average Account Size

$290,463

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Brett Danko Work History

Brett has been registered as a financial advisor for 3 years.*

2002 - Present (22 years)

Main Street Financial Solutions, LLC

2001 - Present (23 years)

Brett Danko, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brett Danko to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Main Street Financial Solutions, LLC

Linda Pyles
Newtown, PA
Kerrie Debbs
Apex, NC
William Dougherty
Newtown, PA
M Pablo
Newtown, PA
Ernest Csak
Newtown, PA
John Hammack
Toms River, NJ
Marquis Hammett
Spring, TX
Ayman Ezzat
Newtown, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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