FS
CFA
FS
CFA

Francesco Spinnato

8 Years of Experience

Francesco Spinnato is a CFA-designated registered investment advisor at Mainstreet Advisors, based in Chicago, IL, with 8 years of industry experience. Francesco operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 58 clients with $5.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
58 clients
Average Client Portfolio
$93.3M average
Assets Under Management
$5.4B

Fee Structure

Investment management only (planning not offered)

MainStreet Investment Advisors offers investment management services. The fees are calculated as a percentage of the value of your portfolio. The specific fee depends on the type of account and the amount invested. Fees are negotiable.

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Location

120 N. Lasalle Street, Suite 3300, Chicago, IL, 60602-2424

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Mainstreet Advisors
July 2023 - Present · 2 yrs 9 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
April 2019 - August 2021 · 2 yrs 4 mos
C & H Option Trading INC.Broker
March 2016 - August 2016 · 5 mos
Belvedere Trading LLCBroker
June 2013 - March 2016 · 2 yrs 9 mos
State Registrations1 state
IL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.