Financial ADVSR advisor directory · SEC adviser records
Main Street Research LLC financial advisors in Lakeville, CT
Every SEC-registered investment adviser representative at a Main Street Research LLC office in Lakeville, A to Z.
The short answer
14 registered advisors work at Main Street Research LLC in Lakeville, out of 16 at the firm nationwide; it ranks number 1 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Main Street Research LLC advisors in Lakeville, A to Z
Every Main Street Research LLC advisor →- Elizabeth I. BaldassariInvestment adviser rep
- Henrique CataldiInvestment adviser rep
- James E. DemmertInvestment adviser rep
- Peter A. FioritaCertified Financial Planner
- Roman T. LefebureInvestment adviser rep
- Andrew A. MarchionniCertified Financial Planner
- Jacob L. MargoInvestment adviser rep
- Natalie E. McMahonCertified Financial Planner
- Michael J. RoyInvestment adviser rep
- Emily SlamaInvestment adviser rep
- Michael J. Sondag Jr.Investment adviser rep
- Aaron M. SternInvestment adviser rep
- Jacob A. SwartzInvestment adviser rep
- Lily N. TaftChartered Financial Analyst
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Main Street Research LLC advisors in other cities
Questions
How many financial advisors does Main Street Research LLC have in Lakeville?
14 investment adviser representatives are registered at Main Street Research LLC offices in Lakeville, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 16 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Main Street Research LLC one of the largest advisor employers in Lakeville?
Main Street Research LLC ranks number 1 in Lakeville by registered advisors, ahead of every other firm.
How do I check a Main Street Research LLC advisor in Lakeville?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Main Street Research LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.