Benjamin Armellini
Main Street Research · Lakeville, Connecticut
Benjamin Armellini is a fee-only financial advisor at Main Street Research in Lakeville, Connecticut. Benjamin 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 |
| SEC registration | Investment adviser representative in CA, CT, MA, NJ, NY, PA, TX · CRD 6558593 |
| Exams passed | Series 65 (2015) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.ms-research.com |
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Questions about Benjamin
Is Benjamin Armellini a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin 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 Benjamin charge for financial advice?
Benjamin charges a percentage of assets.
How much does Benjamin charge?
According to Main Street Research's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed.
Does Benjamin work with clients virtually?
Yes. Main Street Research says on its website that it works with clients remotely.
Where is Benjamin Armellini based?
Benjamin Armellini is based in Lakeville, Connecticut.
What does Benjamin specialize in?
Benjamin's specialties include estate & legacy planning and family wealth transfer. Benjamin works with multi-generational families.
Is Benjamin Armellini registered with the SEC?
Yes. Benjamin Armellini is registered as an investment adviser representative in CA, CT, MA, NJ, NY, PA and TX (CRD 6558593), 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 Benjamin Armellini?
Through Benjamin'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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