# Emily Slama

> Emily Slama is a fee-only financial advisor at Main Street Research in Lakeville, Connecticut. Emily 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.

Page: https://find.wellspent.co/advisors/emily-slama/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm's website)
- **Assets under management (firm):** $2.68B across 3,017 accounts
- **Specialties:** Estate & legacy planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 7930234 (https://adviserinfo.sec.gov/individual/summary/7930234)
- **SEC registration:** Investment adviser representative in CT, MA, NJ, NY
- **Exams passed:** Series 65 (2025)
- **Firm size:** 24 employees
- **Disclosures:** None reported
- **Website:** http://www.ms-research.com

## Frequently asked questions

### Is Emily Slama a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Emily 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 Emily charge for financial advice?

Emily charges a percentage of assets.

### How much does Emily charge?

According to Main Street Research's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed.

### Does Emily work with clients virtually?

Yes. Main Street Research says on its website that it works with clients remotely.

### Where is Emily Slama based?

Emily Slama is based in Lakeville, Connecticut.

### What does Emily specialize in?

Emily's specialties include estate & legacy planning and family wealth transfer. Emily works with multi-generational families.

### Is Emily Slama registered with the SEC?

Yes. Emily Slama is registered as an investment adviser representative in CT, MA, NJ and NY (CRD 7930234), 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 Emily Slama?

Through Emily's website, www.ms-research.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7930234): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://ms-research.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.