Stephanie
Andersen
Main Street Research LLC
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About this Advisor
Stephanie Andersen is a financial advisor who works out of Sausalito, California with 7 years of relevant experience. Andersen is on the advisory team at Main Street Research LLC. Over the course of their career, they have held roles at Main Street Research LLC, Clyde & Co and Campbell & Demetrick. Andersen maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in California. Main Street Research LLC is an advisory business that has its headquarters in Sausalito, CA. The investment advisory business has offices in three locations and a total of 23 financial advisors. It manages $2 billion in assets under management across its 2,675 client accounts, making it one of the biggest firms in the country by assets under management. Of its 2,675 customer accounts, 66% are associated with high-net-worth clients who have at least $1 million in assets. The firm performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, educational seminars and other services. Fees for financial advisory services largely depend on which service is offered. Fee types charged by Main Street Research LLC likely include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Stephanie Andersen Work History
Stephanie has been registered as a financial advisor for 7 years.*
Main Street Research LLC
Clyde & Co
Campbell & Demetrick
*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 Stephanie Andersen 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.
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