Henrique Cataldi

from Main Street Research LLC
SEC regulated
Regulated Investment Advisor
Henrique Cataldi is a financial advisor based in California, Sausalito, with 17 years of experience. Henrique currently works for Main Street Research LLC. Henrique maintains the following licenses: S65 (Uniform Investment Adviser Law Examination), S63 (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Henrique Cataldi works at Main Street Research LLC
Main Street Research LLC is a financial advisory firm based in Sausalito, California. It currently has approximately $1,816,608,726 of assets under management and employs about 21 people. Main Street Research LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Uniform Securities Agent State Law Examination (S63)
Years registered
1 years
Fee structure
A percentage of assets under your management and performance-based fees
Office location
30 Liberty Ship Way, Suite 3330, Sausalito, California, 94965

Advisor can help with

Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].

Find your perfect
advisor

Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting
Find an advisor