Branden Russell Sacks
Investment adviser representative at Main Street Financial Solutions, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Main Street Financial Solutions, LLCAug 2025 to now
- Bank of America, N.A.Feb 2012 to Aug 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2011 to Aug 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (PA).
Main Street Financial Solutions, LLC
$2.5BAssets managed
2,111Clients
41Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5728025
- Firm CRD
- 305834