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Elizabeth Irene Baldassari

Main Street Research LLC

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About Elizabeth Irene Baldassari

Elizabeth Baldassari is an Investment Advisor Representative registered with Main Street Research LLC. Elizabeth has been with Main Street Research LLC since December 1998. Elizabeth has a Series 65 license and has been registered with the state of California since June 2019. Elizabeth specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Main Street Research LLC is a registered investment advisor with the Securities and Exchange Commission. The firm provides investment advisory services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm has approximately $1.8 billion in assets under management.

Firm Information

Elizabeth Baldassari is currently registered with Main Street Research LLC. Main Street Research LLC is an investment advisor headquartered in Sausalito, CA. The firm manages approximately $1.82 billion in assets for a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory services, including portfolio management for individuals and businesses, financial planning, educational seminars, and consulting.
Main Street Research LLC

30 LIBERTY SHIP WAY

SAUSALITO, CA 94965

$1.82B

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Elizabeth Baldassari’s Registration & Firm History

CT

06/11/2019 - Present

Main Street Research LLC (LAKEVILLE CT)

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Licenses & Designations

IA

Issued 06/11/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elizabeth Irene Baldassari.
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