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Natalie Elaine Mcmahon

Main Street Research LLC

Lakeville, CT

CRD 7217699

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Employer firm

Main Street Research LLC CRD 114629

$2.68B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Main Street Research Llc

342 Main Street, Lakeville, CT 06039 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2022-08-22
CA RA APPROVED 2020-01-30
  • HI RA
    APPROVED
    Since 2022-08-22
  • CA RA
    APPROVED
    Since 2020-01-30

Branch Locations

342 Main Street, Lakeville, CT 06039 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Main Street Research, Llc Sausalito CA 09/2015 Present
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

HENRIQUE CATALDI
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Nearby Offices

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OPPENHEIMER + CLOSE, LLC · Lakeville, CT
LPL FINANCIAL LLC · SHARON, CT

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