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Roman Tyler Lefebure

Main Street Research LLC

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About Roman Tyler Lefebure

Roman Lefebure is an investment advisor representative at Main Street Research LLC, a firm registered with the Securities and Exchange Commission (SEC). Roman has been in the industry since 2021 and holds the Series 66, Series 7TO, and SIE exams. Roman has previously worked at Ameriprise Financial Services, LLC. Roman specializes in financial planning, portfolio management, and consulting. Roman's firm provides advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.

Firm Information

Roman Lefebure 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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Roman Lefebure’s Registration & Firm History

CT

12/02/2021 - Present

Main Street Research LLC (LAKEVILLE CT)

CA

07/20/2021 - 11/15/2021

AMERIPRISE FINANCIAL SERVICES, LLC (Palm Springs CA)

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Licenses & Designations

BOTH

Issued 09/16/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/20/2021

Series 7TO - General Securities Representative Examination

BC

Issued 03/03/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Roman Tyler Lefebure.
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