Branden Russell Sacks

Employer firm

Main Street Financial Solutions, LLC CRD 305834

$2.51B regulatory AUM 37 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2011 → 08/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wayne, PA
• 02/2012 → 08/2025
  Bank Of America, N.A.
  Wayne, PA
• 08/2025 → Present
  Main Street Financial Solutions, Llc
  Newtown, PA

Previous Registrations

• 2011-09-02 → 2025-08-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wayne, PA
• 2010-01-08 → 2011-09-13
  Morgan Stanley
  Wayne, PA
  Berwyn, PA

Other Businesses

OBA Name: CWA Fiduciary Services, LLC Investment Related: No Location: 254 W Lancaster Ave, Suite A, Malvern, PA 19355 Business Type: TTEE Services Position/Title: Partner Start Date: 03/31/2026 Hours per Month: 10 Hours During Trading: 0 Accounts for more than 10% of your time or income? No Description: CWA Fiduciary Services LLC provides trustee and fiduciary services to families and individuals.

Exams

• S66 Uniform Combined State Law Examination
  2010-01-07

Designations

• Certified Financial Planner