Roman Tyler Lefebure
Investment adviser representative at Main Street Research LLC
10 yearsExperience
1 stateRegistered in
$2.7BFirm assets
25 yearsFirm in business
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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
10 years in the industry.
- Main Street Research LLCDec 2021 to now
- Ameriprise Financial Services, LLCSep 2020 to Nov 2021
- N/aMay 2020 to Sep 2020
- University of VirginiaAug 2019 to May 2020
- Invision CommunicationsMay 2019 to Aug 2019
- University of VirginiaAug 2018 to May 2019
- Price-simms DealershipsMay 2018 to Aug 2018
- University of VirginiaAug 2017 to May 2018
- N/aMay 2017 to Aug 2017
- University of VirginiaAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7292603
- Firm CRD
- 114629