Alexandra Mary Rooney

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 09/2018
  Wolf Group Capital Advisors
  Fairfax, VA
• 09/2018 → 02/2021
  Kilingenstein Fields Advisors
  New York, NY
• 02/2021 → 04/2023
  Scs Capital Management, Llc
  New York, NY
• 04/2023 → 07/2024
  Revolve Wealth Partners, Llc
  Hackensack, NJ
• 04/2023 → 07/2024
  Revolve Wealth Partners
  Hackensack, NJ
• 07/2024 → Present
  Main Street Research Llc
  Greenwich, CT

Previous Registrations

• 2023-05-12 → 2024-07-02
  Revolve Wealth Partners, Llc
  Hackensack, NJ
• 2023-01-26 → 2023-04-19
  Scs Capital Management Llc
  Boston, MA
  New York, NY
• 2016-10-31 → 2018-10-08
  Wolf Group Capital Advisors
  Fairfax, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-10-19

Designations

• Certified Financial Planner

Other Names

• Alex Rooney
• Alexandra Rooney