Ernest
Csak

Main Street Financial Solutions, LLC

CRD#2880934
Investment Advisor
in Newtown, PA

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About this Advisor

Ernest Csak is a financial advisor based in Newtown, Pennsylvania, working with Main Street Financial Solutions, LLC. Ernest has previously held positions at Merrill Lynch, Pierce, Fenner And Smith Inc, Bank Of America, N.A, and Main Street Financial Solutions, LLC. Ernest has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Idaho, New York, and North Carolina. Currently, Ernest is part of Main Street Financial Solutions, LLC, which operates out of Newtown, Pennsylvania. The firm has 22 offices and 41 employees. The firm manages assets totaling $1.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Main Street Financial Solutions, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

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

$1,770,646,602

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

41

PA Average: 41
Total Number of Accounts

5,220

PA Average: 3,342
Average Account Size

$339,204

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Ernest Csak Work History

2021 - Present (3 years)

Main Street Financial Solutions, LLC

2011 - 2021 (10 years)

Merrill Lynch, Pierce, Fenner And Smith Inc

2011 - 2021 (10 years)

Bank Of America, N.A

Disclosures

Please visit the SEC profile of Ernest Csak 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

Marquis Hammett
Spring, TX
Francis Lapowsky
Newtown, PA
Mark Gombita
Bala Cynwyd, PA
Melissa Thier
Verona, NJ
Brian Doe
Newtown, PA
William Dougherty
Newtown, PA
Linda Pyles
Newtown, PA
Kerrie Debbs
Apex, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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