Ernest M. Csak

MAIN STREET FINANCIAL SOLUTIONS

Middleton, ID

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CRD#: 2880934

Professional summary

Ernest Michael Csak, CFP®, who also goes by Ernest Michael Csak, Ernest M Csak, is a registered financial advisor currently at MAIN STREET FINANCIAL SOLUTIONS, LLC located in Middleton, Idaho.

Ernest is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Ernest has worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 55, Series 25 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ernest Michael Csak | Ernest M Csak

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ernest Michael Csak's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2015

Experience

Current

June 18, 2021 - Present

MAIN STREET FINANCIAL SOLUTIONS, LLC

RIA

CRD#: 305834

Middleton, ID

Past

December 5, 2011 - June 21, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WHITE PLAINS, NY

Past

December 2, 2011 - June 21, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

WHITE PLAINS, NY

Past

August 18, 2010 - December 6, 2011

EDWARD JONES

RIA

CRD#: 250

PLEASANTVILLE, NY

Past

March 30, 2009 - December 6, 2011

EDWARD JONES

CRD#: 250

PLEASANTVILLE, NY

Past

June 16, 2008 - September 4, 2008

EDGETRADE LLC

CRD#: 42071

JERSEY CITY, NJ

Past

June 16, 2008 - January 6, 2009

KNIGHT DIRECT LLC

CRD#: 135924

JERSEY CITY, NJ

Past

November 8, 2006 - June 24, 2008

KNIGHT CAPITAL AMERICAS, L.P.

CRD#: 38599

JERSEY CITY, NJ

Past

December 17, 2003 - November 6, 2006

JEFFERIES EXECUTION SERVICES, INC.

CRD#: 867

NEW YORK, NY

Past

October 10, 2002 - January 2, 2004

KENNY & CO., LLC

CRD#: 113413

NEW YORK, NY

Past

May 1, 2000 - October 24, 2002

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

March 22, 1999 - May 1, 2000

SCHRODER & CO. INC.

CRD#: 6112

NEW YORK, NY

Past

September 1, 1997 - March 19, 1999

DB ALEX. BROWN LLC

CRD#: 17790

BALTIMORE, MD

Past

July 3, 1997 - September 1, 1997

ALEX. BROWN & SONS INCORPORATED

CRD#: 20

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".

MAIN STREET FINANCIAL SOLUTIONS, LLC

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

Idaho
(3/5/2024)

IAR

New York
(6/18/2021)

IAR

North Carolina
(6/3/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/17/2009

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/3/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 9/22/2008

National Commodity Futures Examination

General Industry/Product Exam

Series 55

Date: 4/30/2002

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 25

Date: 10/21/1999

NYSE Trading Assistant Examination

General Industry/Product Exam

Series 7

Date: 6/17/1997

General Securities Representative Examination

Current Firm

MAIN STREET FINANCIAL SOLUTIONS, LLC

CRD#: 305834 / SEC#: 801-117871

RIA

Registered Investment Advisory firm - (1/2/2020 Approved)

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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

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	6,091
AUM (Assets Under Management)	$ 2,494,613,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Ernest M. Csak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ernest Michael Csak's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EDWARD JONES

EDWARD JONES

EDGETRADE LLC

KNIGHT DIRECT LLC

KNIGHT CAPITAL AMERICAS, L.P.

JEFFERIES EXECUTION SERVICES, INC.

KENNY & CO., LLC

CITIGROUP GLOBAL MARKETS INC.

SCHRODER & CO. INC.

DB ALEX. BROWN LLC

ALEX. BROWN & SONS INCORPORATED

Primary Firm SEC Registration

MAIN STREET FINANCIAL SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/17/2009

Series 63

Date: 7/3/2001

SIE

Date: 10/1/2018

Series 3

Date: 9/22/2008

Series 55

Date: 4/30/2002

Series 25

Date: 10/21/1999

Series 7

Date: 6/17/1997

Current Firm

MAIN STREET FINANCIAL SOLUTIONS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MAIN STREET FINANCIAL SOLUTIONS, LLC

TRUST BUT VERIFY

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