Emily Slama
Main Street Research · Lakeville, Connecticut
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.
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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 CT, MA, NJ, NY · CRD 7930234 |
| Exams passed | Series 65 (2025) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.ms-research.com |
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Questions about Emily
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.
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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