Unclaimed Profile

Tamra Ann Stern

MAIN STREET RESEARCH LLC·SAUSALITO, California

Clean record14 years registeredMAIN STREET RESEARCH LLC

30 LIBERTY SHIP WAY, SAUSALITO, CA 94965CRD# 4449509Firm CRD# 114629

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tamra Ann Stern · SAUSALITO, CA

Registration

CRD #4449509 · MAIN STREET RESEARCH LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MAIN STREET RESEARCH LLC

MAIN STREET RESEARCH LLC

Mar 2012 – Jan 2024

SAUSALITO, CA

Registrations & Exams

Registration record

First registered · March 15, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MAIN STREET RESEARCH LLC

CRD 114629 · SEC 801-57739

AUM

$1.8B

Regulatory assets under management

Employees

2,550 client accounts

Services offered by MAIN STREET RESEARCH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MAIN STREET RESEARCH LLC →

Introduction

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Frequently Asked Questions

What services does Tamra Ann Stern offer?

Tamra Ann Stern specializes in Financial Planning, Investment Management, Wealth Management.

What are Tamra Ann Stern's credentials?

Tamra Ann Stern is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tamra Ann Stern located?

Tamra Ann Stern is based in SAUSALITO, California, last registered with MAIN STREET RESEARCH LLC.

How does Tamra Ann Stern charge for services?

Tamra Ann Stern's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MAIN STREET RESEARCH LLC?

MAIN STREET RESEARCH LLC has approximately 21 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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