Main Street Financial Solutions, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 305834
· SEC file 801-117871
· Newtown, PA
· tblfinancial.com
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ADV data as of Jul 14, 2026
- Regulatory AUM
- $2.5B
- Discretionary
- $2.5B
- Clients
- 2,111
- Avg AUM / client
- $1.2M
- Accounts
- 5,846
- Employees
- 41
AUM over time
$902M
$2.5B
Nov 27, 2019
Jul 14, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,275 | $301M | 12.0% |
| High net worth individuals | 706 | $2.1B | 83.2% |
| Banking or thrift institutions | 0 | $0 | — |
| Pension and profit sharing plans | 60 | $24.0M | 0.96% |
| Charitable organizations | 24 | $6.0M | 0.24% |
| State or municipal government entities | 0 | $0 | — |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 0 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 46 | $91.0M | 3.63% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Hillmann Consulting 401(k) Plan Hillmann Consulting, Llc | 2024 | |
| Chappaqua Transportation, Inc. Profit Sharing Plan Chappaqua Transportation, Inc. | 2024 |
People (43)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brett Robert Danko | Managing Member & Chief Executive Officer | CFP | Jun 2002 (24y) | 50% – 75% |
| Michael Scott Minter | Chief Investment Officer | CFP | Oct 2008 (18y) | 10% – 25% |
| Dzelzgalvis, Marie, Therese | Chief Financial Officer | Jan 2017 (10y) | Less than 5% | |
| Elliott, Courtney, Anne | Chief Operating Officer | Apr 2019 (7y) | Less than 5% | |
| Colin Michael Moors | Chief Compliance Officer | Jul 2023 (3y) | Less than 5% | |
| Thomas Edward Durkin | President & Managing Partner | Jul 2023 (3y) | 5% – 10% | |
| Jennifer L Hushion | Registered representative | CFP | Feb 2020 (6y) | |
| John Jere Malzone | Registered representative | CFP | Feb 2020 (6y) | |
| Andrew Jackson Murphy | Registered representative | Mar 2020 (6y) | ||
| Michael Anthony Bukowski | Registered representative | CFP | Mar 2020 (6y) | |
| Nicolas G Valdes Fauli | Registered representative | CFP | Mar 2020 (6y) | |
| Jamahl Lodewyk Mahmood | Registered representative | CFP Chartered Financial Consultant | Mar 2020 (6y) | |
| Linda Kennedy Pyles | Registered representative | CFP | Mar 2020 (6y) | |
| Melissa A Thier | Registered representative | CFP | Mar 2020 (6y) | |
| Amy Leis | Registered representative | CFP | Mar 2020 (6y) | |
| James J Beville | Registered representative | CFP | Mar 2020 (6y) | |
| Kenneth Christopher Paul | Registered representative | CFP | Mar 2020 (6y) | |
| Jonathan Craig Brandl | Registered representative | CFP | Mar 2020 (6y) | |
| Jeffrey Johnston Buice | Registered representative | CFP | Apr 2020 (6y) | |
| Kaywan Ghazizadeh | Registered representative | CFP | Apr 2020 (6y) | |
| Ernest Michael Csak | Registered representative | CFP | Jul 2021 (5y) | |
| William Dougherty | Registered representative | CFP CFA | Aug 2021 (5y) | |
| Ayman Ezzat | Registered representative | CFP CFA | Sep 2021 (5y) | |
| John P Hammack | Registered representative | CFP | Jan 2022 (5y) | |
| Matthew J Little | Registered representative | Apr 2022 (4y) | ||
| Robert W Ebling | Registered representative | CFP | Apr 2022 (4y) | |
| Susan Minnier | Registered representative | Oct 2022 (4y) | ||
| Franklin B Chambers | Registered representative | Feb 2023 (3y) | ||
| Christina Massalay | Registered representative | CFP | Aug 2023 (3y) | |
| William J Cuthbertson | Registered representative | Dec 2023 (3y) | ||
| Sean Coyle | Registered representative | Dec 2023 (3y) | ||
| Jason Wayne Birdwell | Registered representative | Jan 2024 (3y) | ||
| Francis Timothy Lapowsky | Registered representative | Jan 2024 (3y) | ||
| Mark Anthony Gombita | Registered representative | CFP | Jan 2024 (3y) | |
| Clifford G. Wang | Registered representative | Mar 2024 (2y) | ||
| Lawrence William Cummings | Registered representative | Mar 2024 (2y) | ||
| Matthew Lee Chua | Registered representative | Jan 2025 (2y) | ||
| Erik Paul Kalfus | Registered representative | Aug 2025 (1y) | ||
| Branden Russell Sacks | Registered representative | CFP | Aug 2025 (1y) | |
| John E Schoen | Registered representative | Jan 2026 (1y) | ||
| Matt J Goren | Registered representative | CFP | Feb 2026 (0y) | |
| Morris Francis Licciardello | Registered representative | Jun 2026 (0y) | ||
| David Severe | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Hillmann Consulting 401(k) Plan | Hillmann Consulting, Llc | 237 | $23.9M | 01/01/2024 |
| Chappaqua Transportation, Inc. Profit Sharing Plan | Chappaqua Transportation, Inc. | 122 | $4.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/14/2026 | 1.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $2.1B (84% of AUM) Jul 2026
- Fidelity Brokerage Services $216M (12% of AUM) Sep 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 14, 2026.
View current Form ADV (SEC/IAPD) ↗