Roman
Lefebure
Main Street Research LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Roman Lefebure is a financial advisor working in Sausalito, California who has 2 years of industry experience. Lefebure works at Main Street Research LLC. Throughout their career, Lefebure has worked at Ameriprise Financial Services, LLC, Invision Communications, Price-Simms Dealerships, University Of Virginia, Sir Francis Drake High School, Five Points Fitness, N/A and Main Street Research LLC. Lefebure has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Main Street Research LLC is a registered investment business operating out of Sausalito, CA. It 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 firms in the country by assets under management. Of its 2,675 customer accounts, 66% belong to high-net-worth investors who have more than $1 million in assets available to invest. Main Street Research LLC performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, educational seminars and other services. Fees for financial advice usually vary depending on the type of financial services offered. Fee types billed by Main Street Research LLC likely include 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
Roman Lefebure Work History
Roman has been registered as a financial advisor for 2 years.*
Main Street Research LLC
Ameriprise Financial Services, LLC
N/A
Invision Communications
University Of Virginia
Price-Simms Dealerships
University Of Virginia
University Of Virginia
N/A
University Of Virginia
Sir Francis Drake High School
Sir Francis Drake High School
Five Points Fitness
Sir Francis Drake High School
N/A
Sir Francis Drake High School
*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 Roman Lefebure 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.
