Unclaimed Profile

Alexander Laurence Ross

MAIN STREET INVESTMENT ADVISORS, LLC·NORTHBROOK, Illinois

SIE, Series 7, Series 66CFPClean record18 years registeredMAIN STREET INVESTMENT ADVISORS, LLC

707 SKOKIE BLVD, NORTHBROOK, IL 60062CRD# 5327760Firm CRD# 146036

Profile Verification

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

Identity

Alexander Laurence Ross · NORTHBROOK, IL

Registration

CRD #5327760 · MAIN STREET INVESTMENT ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

MAIN STREET INVESTMENT ADVISORS, LLC

Oct 2017 – present

MORGAN STANLEY

Jan 2015 – Oct 2017

CHICAGO, IL

CREDIT SUISSE SECURITIES (USA) LLC

Sep 2007 – Feb 2015

NORTHBROOK, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 19, 2007

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MAIN STREET INVESTMENT ADVISORS, LLC

CRD 146036 · SEC 801-113819

AUM

$175M

Regulatory assets under management

Employees

100 client accounts

Services offered by MAIN STREET INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MAIN STREET INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Alexander Laurence Ross offer?

Alexander Laurence Ross specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in NORTHBROOK, Illinois for a consultation.

What are Alexander Laurence Ross's credentials?

Alexander Laurence Ross holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Alexander Laurence Ross located?

Alexander Laurence Ross is based in NORTHBROOK, Illinois, working with MAIN STREET INVESTMENT ADVISORS, LLC. Their office serves clients in the NORTHBROOK metropolitan area and surrounding communities.

How does Alexander Laurence Ross charge for services?

Alexander Laurence Ross's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MAIN STREET INVESTMENT ADVISORS, LLC?

MAIN STREET INVESTMENT ADVISORS, LLC has approximately 3 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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