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RIA / WealthAdvisorCertified Financial Planner12 years in industry

Alexandra Mary Rooney

Advisor at MAIN STREET RESEARCH LLC

LAKEVILLE, CT | Greenwich, CT

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Search this name across graphsid dfx:ria:0ef7cdba-acd3-9a2d-5d71-233e25b2c477

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Oct 31, 2016 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MAIN STREET RESEARCH LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S65
First exam: Oct 19, 2016
First registration: Oct 31, 2016
Dual registered: no
Other names: Alex Rooney|Alexandra Rooney
IAPD individual key: 6722773

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MAIN STREET RESEARCH LLC	Independent wealth	Jul 29, 2024	n/a	yes	LAKEVILLE, CT\|Greenwich, CT	Current employment
REVOLVE WEALTH PARTNERS, LLC	Independent wealth	May 12, 2023	Jul 2, 2024	no	HACKENSACK, NJ	Previous registration
SCS CAPITAL MANAGEMENT LLC	Independent wealth	Jan 26, 2023	Apr 19, 2023	no	BOSTON, MA\|New York, NY	Previous registration
WOLF GROUP CAPITAL ADVISORS	Former SEC adviser	Oct 31, 2016	Oct 8, 2018	no	FAIRFAX, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
REVOLVE WEALTH PARTNERS, LLC	MAIN STREET RESEARCH LLC	Jul 2, 2024	Jul 29, 2024	27	Firm change	RIA to RIA
SCS CAPITAL MANAGEMENT LLC	REVOLVE WEALTH PARTNERS, LLC	Apr 19, 2023	May 12, 2023	23	Firm change	RIA to RIA
WOLF GROUP CAPITAL ADVISORS	SCS CAPITAL MANAGEMENT LLC	Oct 8, 2018	Jan 26, 2023	1,571	Firm change after gap	RIA to RIA

Relationships

Registered with (4)

→ MAIN STREET RESEARCH LLCRegistered adviserregistration: current employment
Jul 29, 2024 to presentfactForm ADV
→ REVOLVE WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
May 12, 2023 to Jul 2, 2024factForm ADV
→ SCS CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 26, 2023 to Apr 19, 2023factForm ADV
→ WOLF GROUP CAPITAL ADVISORSRegistered adviserregistration: previous registration
Oct 31, 2016 to Oct 8, 2018factForm ADV

Dated events

Occurred
Jul 2, 2024
Advisor changed firm
Alexandra Mary Rooney left Revolve Wealth Partners, Llc for Main Street Research Llc (registered 2024-07-29)
Form ADVobserved 4 days ago
Occurred
Apr 19, 2023
Advisor changed firm
Alexandra Mary Rooney left Scs Capital Management Llc for Revolve Wealth Partners, Llc (registered 2023-05-12)
Form ADVobserved 4 days ago