Alexandra Mary Rooney
Investment adviser representative at Main Street Research LLC
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$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
12 years in the industry.
- Main Street Research LLCJul 2024 to now
- Revolve Wealth Partners, LLCApr 2023 to Jul 2024
- Scs Capital Management, LLCFeb 2021 to Apr 2023
- Kilingenstein Fields AdvisorsSep 2018 to Feb 2021
- Wolf Group Capital AdvisorsJun 2014 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 3 states (CA, CT, NY).
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
- 6722773
- Firm CRD
- 114629