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Ernest Michael Csak

Main Street Financial Solutions, LLC

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About Ernest Michael Csak

Ernest Michael Csak is a financial advisor at Main Street Financial Solutions, LLC, with over 20 years of experience in the financial services industry. Ernest has held positions with several firms including Merrill Lynch, Edward Jones and Knight Direct LLC. Ernest has a wide range of experience in the financial services industry, including providing financial planning, portfolio management and pension consulting services. Ernest is also a Certified Financial Planner.

Firm Information

Ernest Csak is currently registered with Main Street Financial Solutions, LLC. Main Street Financial Solutions, LLC is an investment advisor based in Newtown, PA. The firm provides financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. With over $1.7 billion in regulatory assets under management, Main Street Financial Solutions, LLC serves over 5,200 clients across a variety of client types.
Main Street Financial Solutions, LLC

503 E. WASHINGTON AVENUE

NEWTOWN, PA 18940

$1.77B

Assets Under Management

37

Total Clients

34

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ernest Csak’s Registration & Firm History

PA

06/03/2022 - Present

Main Street Financial Solutions, LLC (NEWTOWN PA)

NY

12/02/2011 - 06/21/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WHITE PLAINS NY)

NY

03/30/2009 - 12/06/2011

EDWARD JONES (PLEASANTVILLE NY)

NJ

06/16/2008 - 01/06/2009

KNIGHT DIRECT LLC (JERSEY CITY NJ)

NJ

06/16/2008 - 09/04/2008

EDGETRADE LLC (JERSEY CITY NJ)

NJ

11/08/2006 - 06/24/2008

KNIGHT EQUITY MARKETS, L.P. (JERSEY CITY NJ)

NY

12/17/2003 - 11/06/2006

JEFFERIES EXECUTION SERVICES, INC. (NEW YORK NY)

NY

10/10/2002 - 01/02/2004

KENNY & CO., LLC (NEW YORK NY)

NY

05/01/2000 - 10/24/2002

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

03/22/1999 - 05/01/2000

SCHRODER & CO. INC. (NEW YORK NY)

MD

09/01/1997 - 03/19/1999

BT ALEX. BROWN INCORPORATED (BALTIMORE MD)

NA

07/03/1997 - 09/01/1997

ALEX. BROWN & SONS INCORPORATED

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Licenses & Designations

BOTH

Issued 04/17/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/03/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2008

Series 3 - National Commodity Futures Examination

BC

Issued 04/30/2002

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/21/1999

Series 25 - NYSE Trading Assistant Examination

BC

Issued 06/17/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ernest Michael Csak.
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