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Michael Anthony Bukowski

Michael A. Bukowski

MAIN STREET FINANCIAL SOLUTIONS
Newtown, PA 18940
Some features on this profile are disabled
CRD#: 4993103
Michael Anthony Bukowski

Professional summary

Michael Anthony Bukowski, CFP® is a registered financial advisor currently at MAIN STREET FINANCIAL SOLUTIONS, LLC located in Newtown, Pennsylvania.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Michael has worked at 6 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Michael Anthony Bukowski'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: 2010

Experience

Current

March 6, 2020 - Present

MAIN STREET FINANCIAL SOLUTIONS, LLC

Office #1: 503 E. Washington Avenue Suite 1c, Newtown, PA 18940
RIA
CRD#: 305834
Newtown, PA
Past

June 17, 2016 - July 1, 2020

MAIN STREET FINANCIAL SOLUTIONS, LLC

RIA
CRD#: 146118
NEWTOWN, PA
Past

October 8, 2010 - June 16, 2016

GROVE POINT INVESTMENTS, LLC

RIA
CRD#: 1763
HAMILTON SQUARE, NJ
Past

October 8, 2010 - June 16, 2016

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
HAMILTON SQUARE, NJ
Past

December 5, 2006 - October 12, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
PRINCETON, NJ
Past

September 30, 2006 - October 12, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
PRINCETON, NJ
Past

October 14, 2005 - February 8, 2006

MORGAN STANLEY DISTRIBUTION, INC.

BD
CRD#: 30344
NEW YORK, NY
Past

October 11, 2005 - February 7, 2006

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY

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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/4/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/16/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 4/25/2007
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 10/10/2005
General Securities Representative Examination

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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts6,091
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.

Company Information

MAIN STREET FINANCIAL SOLUTIONS, LLC

CRD#: 305834Newtown, PA 18940

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