Benjamin Armellini (CRD# 6558593) is an Investment Advisor Representative working at Main Street Research LLC in Sausalito, CA and has over 8 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Main Street Research LLC | Sausalito, CA | Jul 2017 - Current | 6 |
| Main Street Research | Sausalito, CA | Jul 2015 - Jun 2017 | 1 |
| Gettysburg College | Gettysburg, PA | Aug 2011 - Jul 2015 | 3 |
| Main Street Research | Sausalito, CA | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2015 |
- CA
- CT
- MA
- NJ
- NY
- PA
- TX
-
Total Assets Under Management1,817MILLIONS
-
Total Number of Accounts2,550ACCOUNTS
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Average Account Value$712,396
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WV
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