Lily
Taft
Main Street Research LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Lily Taft is a chartered financial analyst based out of Sausalito, California who has 4 years of relevant experience. Taft is an advisor for Main Street Research LLC. Throughout their career, Taft has worked at Tulane University, Read Nola, Scott Valley Swim &Tennis, Shelton Capital Management, Main Street Research, LLC, Bike Easy and Main Street Research LLC. Taft maintains a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in California and Nevada. Main Street Research LLC is a company based out of Sausalito, CA. The company has offices in three locations and a total of 23 advisors. It administers $2 billion in assets among its 2,675 accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 2,675 customer accounts, 66% belong to high-net-worth individuals who have at least $1 million in assets. Main Street Research LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, educational seminars and other services. Financial advisory fees usually depend on which service is provided. Fees billed by Main Street Research LLC likely include any blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Main Street Research LLC Brokerage Details
$1,674,891,277
23
2,675
$626,128
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
Lily Taft Work History
Lily has been registered as a financial advisor for 4 years.*
Main Street Research LLC
Tulane University
Shelton Capital Management
Main Street Research, LLC
Bike Easy
Read Nola
Tulane University
Scott Valley Swim &Tennis
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lily Taft 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
Sausalito, CA
Sausalito, CA
Sausalito, CA
Sausalito, CA
Sausalito, CA
Sausalito, CA
Sausalito, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
