Investment adviser representative · Main Street Research LLC
Henrique Cataldi
CRD 6869169 · Lakeville, CT
At a glance
Henrique Cataldi is an investment adviser representative with Main Street Research LLC in Lakeville, CT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Henrique’s SEC record dates to 2017, about 8 years ago.
Current advisory firm
- Main Street Research LLCSince April 2022Lakeville, CT · $2.7B in regulatory assets
SEC adviser record
- Registered since
- 2017 (8 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Henrique’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.