Managing Partner/investment Advisor Represetative · Mainstreet RIA LLC
Robert S. Oldham
CRD 2288379 · Named on Form ADV at one SEC-registered adviser
At a glance
Mainstreet RIA LLC, an SEC-registered asset manager based in O'fallon, MO with $472 million in regulatory assets, lists Robert S. Oldham on its Form ADV as Managing Partner/investment Advisor Represetative, a control person.
Firms and roles
- Mainstreet RIA LLCManaging Partner/investment Advisor RepresetativeAsset manager · O'fallon, MO · $472M in regulatory assets
AtlasMembers
Robert’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Richard L. CountsManaging Partner/investment Advisor Representative, Mainstreet RIA LLC
- Nicholas S OldhamManaging Partner/chief Compliance Officer/investment Advisor Representative, Mainstreet RIA LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.