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Alexander Laurence Ross

Investment adviser representative at Main Street Investment Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$250.3MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Main Street Investment Advisors, LLCOct 2017 to now
  2. Morgan Stanley Private Bank, National AssociationFeb 2015 to Oct 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 1 state (IL).

Main Street Investment Advisors, LLC

$250.3MAssets managed
144Clients
3Advisers
8 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5327760
Firm CRD
146036
Advisor's SEC record (opens in a new tab)
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