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Robert Steven Oldham

MAINSTREET RIA LLC·O'FALLON, Missouri
Clean recordMAINSTREET RIA LLC
6700 KEATON CORPORATE PARKWAY, O'FALLON, MO 63368CRD# 2288379Firm CRD# 309150

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Steven Oldham · O'FALLON, MO
Registration
CRD #2288379 · MAINSTREET RIA LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Steven Oldham is a registered financial advisor based in O'FALLON, Missouri, affiliated with MAINSTREET RIA LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
MAINSTREET RIA LLC
MAINSTREET RIA LLC
AUM
$375M
Regulatory assets under management
Employees
3
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2288379
Firm CRD# 309150
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Steven Oldham offer?
Robert Steven Oldham specializes in Financial Planning, Investment Management. Contact their office in O'FALLON, Missouri for a consultation.
What are Robert Steven Oldham's credentials?
Robert Steven Oldham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Steven Oldham located?
Robert Steven Oldham is based in O'FALLON, Missouri, working with MAINSTREET RIA LLC. Their office serves clients in the O'FALLON metropolitan area and surrounding communities.
How does Robert Steven Oldham charge for services?
Robert Steven Oldham's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MAINSTREET RIA LLC?
MAINSTREET RIA LLC has approximately 3 employees and manages $375M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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