Alexandra Rooney
Main Street Research · Lakeville, Connecticut
Alexandra Rooney is a fee-only financial advisor at Main Street Research in Lakeville, Connecticut, who holds the CFP credential. Alexandra charges a percentage of assets (1.25% a year on the first tier of assets managed) and focuses on estate & legacy planning and family wealth transfer.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Main Street Research |
|---|---|
| Based in | Lakeville, Connecticut |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.25% a year on the first tier of assets managed |
| Works virtually | Yes |
| Assets under management | $2.68B across 3,017 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, CT, NY · CRD 6722773 |
| Exams passed | Series 65 (2016) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.ms-research.com |
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Questions about Alexandra
Is Alexandra Rooney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alexandra holds no broker registration, and Main Street Research reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alexandra charge for financial advice?
Alexandra charges a percentage of assets.
How much does Alexandra charge?
According to Main Street Research's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed.
Does Alexandra work with clients virtually?
Yes. Main Street Research says on its website that it works with clients remotely.
Where is Alexandra Rooney based?
Alexandra Rooney is based in Lakeville, Connecticut.
What does Alexandra specialize in?
Alexandra's specialties include estate & legacy planning and family wealth transfer. Alexandra works with multi-generational families.
What credentials does Alexandra Rooney hold?
Alexandra Rooney holds the CFP credential.
Is Alexandra Rooney registered with the SEC?
Yes. Alexandra Rooney is registered as an investment adviser representative in CA, CT and NY (CRD 6722773), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Main Street Research manage?
Main Street Research reports $2.68B across 3,017 accounts in assets under management.
How do I contact Alexandra Rooney?
Through Alexandra's website, www.ms-research.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Main Street Research website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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