BD
Brett R. Danko
MAIN STREET FINANCIAL SOLUTIONS
Newtown, PA 18940
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CRD#: 2347783
BD
Professional summary
Brett Robert Danko, CFP®, who also goes by Brett Danko, is a registered financial advisor currently at MAIN STREET FINANCIAL SOLUTIONS, LLC located in Newtown, Pennsylvania.
Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Brett has worked at 2 firms and has passed the Series 3 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brett Danko
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
MR. DANKO IS THE MANAGING MEMBER OF BRETT DANKO, LLC, AN ENTITY THROUGH WHICH HE PROVIDES EDUCATIONAL AND INSTRUCTIONAL SERVICES TO FINANCIAL PLANNING CANDIDATES AND THOSE WHO ARE INTERESTED IN LEARNING FINANCIAL PLANNING. THE BUSINESS IS INVESTMENT RELATED IN THE SENSE THAT IT IS AN EDUCATIONAL SERVICE REGARDING FINANCIAL PLANNING SERVICES. MR. DANKO CURRENTLY DEVOTES APPROXIMATELY 70-75% OF HIS TIME ON THAT VENTURE. BRETT DANKO, LLC IS LOCATED AT 503 E. WASHINGTON AVENUE SUITE 1C, NEWTOWN, PA 18940
CRS (Client Relationship Summary) - RIA
Click below to view Brett Robert Danko's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2002
Experience
Current
March 6, 2020 - Present
MAIN STREET FINANCIAL SOLUTIONS, LLC
Office #1: 503 E. Washington Avenue Suite 1c, Newtown, PA 18940RIA
CRD#: 305834
Newtown, PA
Past
February 8, 2008 - July 1, 2020
MAIN STREET FINANCIAL SOLUTIONS, LLC
RIA
CRD#: 146118
NEWTOWN, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MS
MAIN STREET FINANCIAL SOLUTIONS, LLC
ARSENAL CAPITAL ADVISORS | TWIN LIGHTS WEALTH MANAGEMENT | THIN BLUE LINE FINANCIAL | MASS FINANCIAL MANAGEMENT | MAIN STREET FINANCIAL SOLUTIONS, LLC | LIVINGWORTH WEALTH ADVISORS | LEGACY CAPITAL | JUNO WEALTH MANAGEMENT | JJM FINANCIAL GROUP | GENCAPITAL ADVISORY PARTNERS | EXITFOUR WEALTH PARTNERS | COLLABORATIVE WEALTH ADVISORY | CLOVERLY WEALTH MANAGEMENT
CRD#: 305834 / SEC#: 801-117871
RIA
Registered Investment Advisory firm - (1/2/2020 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(3/6/2020)
Current Firm
MS
MAIN STREET FINANCIAL SOLUTIONS, LLC
ARSENAL CAPITAL ADVISORS | TWIN LIGHTS WEALTH MANAGEMENT | THIN BLUE LINE FINANCIAL | MASS FINANCIAL MANAGEMENT | MAIN STREET FINANCIAL SOLUTIONS, LLC | LIVINGWORTH WEALTH ADVISORS | LEGACY CAPITAL | JUNO WEALTH MANAGEMENT | JJM FINANCIAL GROUP | GENCAPITAL ADVISORY PARTNERS | EXITFOUR WEALTH PARTNERS | COLLABORATIVE WEALTH ADVISORY | CLOVERLY WEALTH MANAGEMENT
CRD#: 305834 / SEC#: 801-117871
RIA
Registered Investment Advisory firm - (1/2/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
503 E. Washington Avenue Suite 1c, Newtown, PA 18940
Mailing Address
Phone number
(215) 259-5021
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (26 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,091 |
| AUM (Assets Under Management) | $ 2,494,613,000 |
Red Flags
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