Alex Taylor O'brien
Investment adviser representative at Mainstreet Advisors
15 yearsExperience
1 stateRegistered in
$5.9BFirm assets
18 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Mainstreet AdvisorsFeb 2021 to now
- Mainstreet Investment Advisors, LLCFeb 2011 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (IL).
Mainstreet Advisors
Legal name: Mainstreet Investment Advisors LLC
$5.9BAssets managed
58Clients
10Advisers
18 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
- 7295009
- Firm CRD
- 146615