Financial ADVSR advisor directory · SEC adviser records
Main Street Research LLC financial advisors in Connecticut
Every SEC-registered investment adviser representative at a Main Street Research LLC office in Connecticut, by city and A to Z.
The short answer
16 registered advisors work at Main Street Research LLC in Connecticut, out of 16 nationwide; it's the firm's number 1 state by advisors, and the most are in Lakeville (14). 4 list the CFP designation and 0 are also registered broker representatives.
Main Street Research LLC advisors by city in Connecticut
Every firm in Connecticut →Main Street Research LLC advisors in Connecticut, A to Z
Search by name →- Elizabeth I. BaldassariLakeville
- Henrique CataldiLakeville
- James E. DemmertLakeville
- Peter A. FioritaGreenwich · Certified Financial Planner
- Bridget JohansonGreenwich
- Roman T. LefebureLakeville
- Andrew A. MarchionniLakeville · Certified Financial Planner
- Jacob L. MargoLakeville
- Natalie E. McMahonLakeville · Certified Financial Planner
- Matthew C. NorthropGreenwich · Certified Financial Planner
- Michael J. RoyLakeville
- Emily SlamaGreenwich
- Michael J. Sondag Jr.Lakeville
- Aaron M. SternLakeville
- Jacob A. SwartzLakeville
- Lily N. TaftLakeville · Chartered Financial Analyst
Main Street Research LLC advisors in every state →Main Street Research LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Main Street Research LLC financial advisors are in Connecticut?
16 investment adviser representatives are registered at Main Street Research LLC offices in Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 16 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Where in Connecticut does Main Street Research LLC have the most advisors?
Lakeville, with 14, then Greenwich (2). Main Street Research LLC has advisors in 2 cities in Connecticut.
How do I check a Main Street Research LLC advisor in Connecticut?
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.