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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Michael Stern is an investment advisor representative with Main Street Research LLC. Stern has been with the firm since May 2005. Aaron Michael Stern is registered with the state of California, Connecticut, Hawaii, Nevada, and New York and has passed the Series 65 exam. The firm's main office is in Sausalito, California. Main Street Research LLC provides advisory services including portfolio management for businesses and individuals, financial planning, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CT
01/26/2024 - Present
Main Street Research LLC (LAKEVILLE CT)
IA
Issued 11/24/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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