Janelle
Durbin

Main Street Research LLC

CRD#6567177
Investment Advisor
in Sausalito, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Janelle Durbin is a financial advisor based in Sausalito, California, working with Main Street Research LLC. Janelle has previously worked at Mezrah Financial, Sensible Micro, Tampa Bay Buccaneers, Tampa Bay Lightning, Northwestern Mutual Investment Services LLC, Kevin O Connell, Nicole E Stokes, Lpl Financial LLC, and Main Street Research LLC. Janelle has passed the Series 65 regulatory exam and is registered to provide services in California, Connecticut, New Jersey, and New York. Janelle is currently part of Main Street Research LLC, which operates out of Sausalito, California. The firm has 4 offices and 24 employees. Main Street Research LLC manages $2.4 billion in assets and serves both charitable organizations and high-net-worth clients. The firm offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, educational seminars, and other services. Main Street Research LLC offers asset-based and performance-based fee structures.

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 Liberty Ship Way Third Floor
Sausalito, CA 94965

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Main Street Research LLC Brokerage Details

Total Assets Under Management

$2,384,657,948

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

24

CA Average: 35
Total Number of Accounts

2,782

CA Average: 690
Average Account Size

$857,174

CA 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

Janelle Durbin Work History

2024 - Present (1 year)

Main Street Research LLC

2022 - 2024 (2 years)

Lpl Financial LLC

2018 - 2022 (4 years)

Nicole E Stokes

2017 - 2018 (1 year)

Northwestern Mutual Investment Services LLC

2017 - 2022 (5 years)

Kevin O Connell

2015 - 2017 (2 years)

Mezrah Financial

2015 - 2015 (< 1 year)

Sensible Micro

2015 - 2015 (< 1 year)

Tampa Bay Buccaneers

2015 - 2016 (1 year)

Tampa Bay Lightning

Disclosures

Please visit the SEC profile of Janelle Durbin 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

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

The data in this profile was pulled by SmartAsset on 6/4/2025. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started