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Natalie Elaine Mcmahon

MAIN STREET RESEARCH LLC·LAKEVILLE, Connecticut
Clean record6 years registeredMAIN STREET RESEARCH LLC
342 MAIN STREET, LAKEVILLE, CT 06039CRD# 7217699Firm CRD# 114629

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Natalie Elaine Mcmahon · LAKEVILLE, CT
Registration
CRD #7217699 · MAIN STREET RESEARCH LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

MAIN STREET RESEARCH LLC
Jan 2020 – present
02

Registrations & Exams

Registration record
First registered · January 30, 2020
Years registered · 6
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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Frequently Asked Questions

What services does Natalie Elaine Mcmahon offer?
Natalie Elaine Mcmahon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKEVILLE, Connecticut for a consultation.
What are Natalie Elaine Mcmahon's credentials?
Natalie Elaine Mcmahon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Natalie Elaine Mcmahon located?
Natalie Elaine Mcmahon 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 Natalie Elaine Mcmahon charge for services?
Natalie Elaine Mcmahon'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
James Edmund Demmert
LAKEVILLE, CT

Browse by Specialty

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