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Emily Slama

Main Street Research LLC

Lakeville, CT

Greenwich, CT

CRD 7930234

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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
MA RA APPROVED 2025-07-21
NJ RA APPROVED 2025-07-15
CT RA APPROVED 2025-05-22
NY RA APPROVED 2025-05-10
  • MA RA
    APPROVED
    Since 2025-07-21
  • NJ RA
    APPROVED
    Since 2025-07-15
  • CT RA
    APPROVED
    Since 2025-05-22
  • NY RA
    APPROVED
    Since 2025-05-10

Branch Locations

342 Main Street, Lakeville, CT 06039 • United States

30 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
Main Street Research Llc Greenwich CT 03/2024 Present
White Hart Inn Salisbury CT 03/2023 03/2024
Deloitte And Touche Jersey City NJ 05/2020 05/2021
Beltrano Law, Llc Riverside CT 06/2020 05/2021
Jpmorgan Chase And Co. New Canaan CT 08/2018 05/2020
Law Offices Of Mark Sherman Stamford CT 03/2017 05/2018
Fairefiled University Fairfield CT 05/2015 05/2020
Unempolyed Simsbury CT 06/2021 02/2023
  • 03/2024 → Present
    Main Street Research Llc
    Greenwich, CT
  • 03/2023 → 03/2024
    White Hart Inn
    Salisbury, CT
  • 05/2020 → 05/2021
    Deloitte And Touche
    Jersey City, NJ
  • 06/2020 → 05/2021
    Beltrano Law, Llc
    Riverside, CT
  • 08/2018 → 05/2020
    Jpmorgan Chase And Co.
    New Canaan, CT
  • 03/2017 → 05/2018
    Law Offices Of Mark Sherman
    Stamford, CT
  • 05/2015 → 05/2020
    Fairefiled University
    Fairfield, CT
  • 06/2021 → 02/2023
    Unempolyed
    Simsbury, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-09
  • S65 Uniform Investment Adviser Law Examination
    2025-05-09

View on SEC IAPD

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Nearby Investors

HENRIQUE CATALDI
Michael John Sondag
JAMES EDMUND DEMMERT

Nearby Offices

EIA INVESTMENTS LLC · SALISBURY, CT
OPPENHEIMER + CLOSE, LLC · Lakeville, CT
LPL FINANCIAL LLC · SHARON, CT

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