Aaron
Stern
Main Street Research LLC
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About this Advisor
Aaron Stern is a financial advisor based in Sausalito, California, working with Main Street Research LLC. Aaron has previously held a position at Main Street Research LLC. Aaron has passed the Series 65 regulatory exam and is registered to provide services in California, Connecticut, Hawaii, Nevada, and New York. Currently, Aaron is part of Main Street Research LLC, which operates out of Sausalito, California. The firm has 3 offices and 21 employees. The firm manages assets totaling $1.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, educational seminars, and other services. The fee structure at Main Street Research LLC includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Main Street Research LLC Brokerage Details
$1,816,608,726
21
2,550
$712,396
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
- Other
Aaron Stern Work History
Main Street Research LLC
Main Street Research LLC
Disclosures
Please visit the SEC profile of Aaron Stern to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Main Street Research LLC
Sausalito, CA
Greenwich, CT
Sausalito, CA
Sausalito, CA
Sausalito, CA
Sausalito, CA
Sausalito, CA
Sausalito, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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