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Matthew Craig Northrop

Main Street Research LLC

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About Matthew Craig Northrop

Matthew Craig Northrop is a financial advisor at Main Street Research LLC. Matthew has been in the industry since 2012. Matthew is a Certified Financial Planner™ and holds the Series 66, SIE, and Series 7 licenses. Matthew is registered to provide investment advice in California, Connecticut, Massachusetts, New Jersey, New York, and Pennsylvania. Matthew has experience working with individuals, high net worth individuals, corporations, charitable organizations, and pension plans. Matthew is also able to provide consulting services. Matthew's previous experience includes working for E*TRADE Securities LLC and Fidelity Brokerage Services LLC.

Firm Information

Matthew Northrop 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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Matthew Northrop’s Registration & Firm History

CT

01/02/2024 - Present

Main Street Research LLC (Greenwich CT)

NY

09/28/2016 - 09/16/2022

E*TRADE SECURITIES LLC (New York NY)

NY

04/17/2014 - 09/14/2016

FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)

NY

08/29/2012 - 02/05/2014

EDWARD JONES (ASTORIA NY)

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Licenses & Designations

BOTH

Issued 09/15/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/28/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Craig Northrop.
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