Best Investors Account Sign in
Inactive

Alexandra Mary Rooney

Main Street Research LLC

Lakeville, CT

Greenwich, CT

Claim This Profile
Current Employers
Main Street Research Llc

342 Main Street, Lakeville, CT 06039 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-04
CT RA APPROVED 2024-07-29
NY RA APPROVED 2024-07-29
  • CA RA
    APPROVED
    Since 2025-09-04
  • CT RA
    APPROVED
    Since 2024-07-29
  • NY RA
    APPROVED
    Since 2024-07-29

Branch Locations

342 Main Street, Lakeville, CT 06039 • United States

380 Greenwich Ave., Greenwich, CT 06830 • 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
Wolf Group Capital Advisors Fairfax VA 06/2014 09/2018
Kilingenstein Fields Advisors New York NY 09/2018 02/2021
Scs Capital Management, Llc New York NY 02/2021 04/2023
Revolve Wealth Partners, Llc Hackensack NJ 04/2023 07/2024
Revolve Wealth Partners Hackensack NJ 04/2023 07/2024
Main Street Research Llc Greenwich CT 07/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-19
  • S65 Uniform Investment Adviser Law Examination
    2016-10-19
Designations
Other Names
  • Alex Rooney
  • Alexandra Rooney

View on SEC IAPD

Other Firms

EIA INVESTMENTS LLC
OPPENHEIMER + CLOSE, LLC
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
COMMONWEALTH FINANCIAL NETWORK
INDEPENDENT FINANCIAL GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TABLEAUX WEALTH

Other Investors

HENRIQUE CATALDI
Michael John Sondag
JAMES EDMUND DEMMERT
Jacob Lionel Margo
AARON MICHAEL STERN
BENJAMIN B ARMELLINI
Stephanie Hawk Andersen
Natalie Elaine McMahon

Other Offices

EIA INVESTMENTS LLC · SALISBURY, CT
OPPENHEIMER + CLOSE, LLC · Lakeville, CT
LPL FINANCIAL LLC · SHARON, CT
OSAIC INSTITUTIONS, INC. · Copake, NY
COMMONWEALTH FINANCIAL NETWORK · Stanfordville, NY
INDEPENDENT FINANCIAL GROUP, LLC · NORFOLK, CT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Great Barrington, MA
TABLEAUX WEALTH · GREAT BARRINGTON, MA

More in Lakeville, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor