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James Edmund Demmert

MAIN STREET RESEARCH LLC·LAKEVILLE, Connecticut
Series 7, Series 63, Series 65Clean record11 years registeredMAIN STREET RESEARCH LLC
342 MAIN STREET, LAKEVILLE, CT 06039CRD# 1576146Firm CRD# 114629

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Edmund Demmert · LAKEVILLE, CT
Registration
CRD #1576146 · MAIN STREET RESEARCH LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

MAIN STREET RESEARCH LLC
Nov 2014 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · November 24, 2014
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MAIN STREET RESEARCH LLC
CRD 114629 · SEC 801-57739
AUM
$1.8B
Regulatory assets under management
Employees
21
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 →
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05

Frequently Asked Questions

What services does James Edmund Demmert offer?
James Edmund Demmert specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKEVILLE, Connecticut for a consultation.
What are James Edmund Demmert's credentials?
James Edmund Demmert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Edmund Demmert located?
James Edmund Demmert is based in LAKEVILLE, Connecticut, working with MAIN STREET RESEARCH LLC. Their office serves clients in the LAKEVILLE metropolitan area and surrounding communities.
How does James Edmund Demmert charge for services?
James Edmund Demmert'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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Other Advisors at MAIN STREET RESEARCH LLC

Aaron Michael Stern
LAKEVILLE, CT
Benjamin B Armellini
LAKEVILLE, CT
Tamra Ann Stern
SAUSALITO, CA
Natalie Elaine Mcmahon
LAKEVILLE, CT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
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Research
Advisor Fees in ConnecticutNational Fee Analysis
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