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Natalie Elaine Mcmahon

MAIN STREET RESEARCH LLC·LAKEVILLE, Connecticut
Unclaimed Profile
342 MAIN STREET, LAKEVILLE, CT 06039CRD# 7217699Firm CRD# 114629
01

About

Natalie Elaine Mcmahon is a registered financial advisor based in LAKEVILLE, Connecticut, affiliated with MAIN STREET RESEARCH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MAIN STREET RESEARCH LLC
MAIN STREET RESEARCH LLC
AUM
$1.8B
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at MAIN STREET RESEARCH LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7217699
Firm CRD# 114629
No disclosures on file
View on FINRA BrokerCheck →

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05

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 in LAKEVILLE
James Edmund Demmert — MAIN STREET RESEARCH LLCBenjamin B Armellini — MAIN STREET RESEARCH LLCAaron Michael Stern — MAIN STREET RESEARCH LLC
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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