Emily
Slama

Main Street Research LLC

CRD#7930234
Investment Advisor
in Greenwich, CT

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About this Advisor

Emily Slama is a financial advisor based in Greenwich, Connecticut, working with Main Street Research LLC. Emily has previously held positions at Main Street Research LLC, White Hart Inn, Deloitte And Touche, Beltrano Law, LLC, Jpmorgan Chase And Co, Law Offices Of Mark Sherman, Fairefiled University, and Unempolyed. Emily has passed the Series 65 regulatory exam and is registered to provide services in Connecticut and New York. Currently, Emily is part of Main Street Research LLC, which operates out of Greenwich, Connecticut. The firm has 4 offices and 24 employees. Main Street Research LLC manages assets totaling $2.4 billion and serves charitable organizations and high-net-worth individuals. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, educational seminars, and other services. The fee structure at Main Street Research LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

30 Greenwich Ave.
Greenwich, CT 06830

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Main Street Research LLC Brokerage Details

Total Assets Under Management

$2,384,657,948

CT Average: $5,297,377,271
Total Number of Employees

24

CT Average: 35
Total Number of Accounts

2,782

CT Average: 690
Average Account Size

$857,174

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops
  • Other

Emily Slama Work History

2024 - Present (1 year)

Main Street Research LLC

2023 - 2024 (1 year)

White Hart Inn

2021 - 2023 (2 years)

Unempolyed

2020 - 2021 (1 year)

Deloitte And Touche

2020 - 2021 (1 year)

Beltrano Law, LLC

2018 - 2020 (2 years)

Jpmorgan Chase And Co

2017 - 2018 (1 year)

Law Offices Of Mark Sherman

2015 - 2020 (5 years)

Fairefiled University

Disclosures

Please visit the SEC profile of Emily Slama to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Main Street Research LLC

Janelle Durbin
Sausalito, CA
Jacob Swartz
Lakeville, CT
Peter Fiorita
Greenwich, CT
Jacob Margo
Lakeville, CT
Emily Slama
Greenwich, CT
Matthew Northrop
Greenwich, CT
Roman Lefebure
Lakeville, CT
Stephanie Andersen
Lakeville, CT

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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