Unclaimed
Benjamin B. Armellini is an Investment Advisor Representative at Main Street Research LLC. Benjamin has been in the industry since July 2015 and is registered with the state of California, Connecticut, Massachusetts, New Jersey, New York, Pennsylvania and Texas. Benjamin obtained his Series 65 license in December 2015. Benjamin's firm specializes in Financial Planning, Portfolio Management for Individuals and Businesses, and Educational Seminars. Main Street Research LLC serves High Net Worth Individuals, Individuals other than High Net Worth and Pension and Profit Sharing Plans.
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
01/13/2022 - Present
Main Street Research LLC (LAKEVILLE CT)
IA
Issued 12/21/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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