Lily Nicole Taft
Investment adviser representative at Main Street Research LLC
11 yearsExperience
3 statesRegistered in
CFADesignation
$2.7BFirm 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Main Street Research LLCAug 2019 to now
- Main Street Research, LLCJun 2017 to Feb 2019
- Shelton Capital ManagementMay 2017 to Aug 2017
- Bike EasyAug 2016 to Dec 2016
- Tulane UniversityAug 2015 to May 2019
- Read NolaAug 2015 to Aug 2017
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 3 states (CA, HI, NV).
Main Street Research LLC
$2.7BAssets managed
1,031Clients
19Advisers
25 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
- 6395251
- Firm CRD
- 114629