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Aaron Adam Read

Lincoln International LLC

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About Aaron Adam Read

Aaron Adam Read is a financial advisor with over 10 years of experience in the industry. Aaron has worked for several firms, including Gleacher & Company Securities, Inc., Cantor Fitzgerald & Co., and Cohen & Company Capital Markets, LLC, before joining Lincoln International LLC in 2023. Aaron holds the Series 7, Series 63, Series 79TO, and SIE licenses and is registered in California, Florida, Georgia, Illinois, New York, and Texas. Aaron is a dedicated professional with a strong understanding of the financial markets.

Firm Information

Aaron Read is currently registered with Lincoln International LLC. Lincoln International LLC is a Limited Liability Company that was formed on March 28, 1996. It is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has also received approval for its registration with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

144

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Aaron Read’s Registration & Firm History

NY

03/21/2023 - Present

Lincoln International LLC (NEW YORK NY)

NY

06/06/2013 - 01/09/2019

AURIGA USA, LLC (NEW YORK NY)

NY

05/30/2012 - 04/19/2013

GLEACHER & COMPANY SECURITIES, INC. (NEW YORK NY)

NY

05/09/2011 - 12/06/2011

CANTOR FITZGERALD & CO. (NEW YORK NY)

NY

10/14/2010 - 05/11/2011

COHEN & COMPANY CAPITAL MARKETS, LLC (NEW YORK NY)

NY

06/09/2010 - 10/14/2010

COHEN & COMPANY SECURITIES, LLC (NEW YORK NY)

NY

05/19/2009 - 06/01/2010

MILLER TABAK ROBERTS SECURITIES, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/29/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/20/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aaron Adam Read.
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