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Managing Partner and Portfolio Manager · Main Street Research LLC

Aaron M. Stern

CRD 6423527 · Named on Form ADV at one SEC-registered adviser

At a glance

Main Street Research LLC, an SEC-registered wealth manager based in Lakeville, CT with $2.7 billion in regulatory assets, lists Aaron M. Stern on its Form ADV as Managing Partner and Portfolio Manager, a control person.

Firms and roles

  • Main Street Research LLCManaging Partner and Portfolio ManagerWealth manager · Lakeville, CT · $2.7B in regulatory assets

AtlasMembers

Aaron’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Aaron’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.