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Aaron Bruce Reed

Northcoast Research Partners, LLC

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About Aaron Bruce Reed

Aaron Bruce Reed is a registered representative with Northcoast Research Partners, LLC. Aaron has been in the securities industry for over 13 years, with previous experience at PNC Investments, Fifth Third Securities, Inc. and Edward Jones. Aaron holds Series 66, Series 87, SIE and Series 7 licenses. Aaron is licensed in Ohio and New York. Aaron has worked in the Cleveland, OH area for the majority of their career. Aaron is also a FINRA arbitrator.

Firm Information

Aaron Reed is currently registered with Northcoast Research Partners, LLC. Northcoast Research Partners, LLC is a Limited Liability Company formed on October 29, 2008, and headquartered in Ohio. The firm is registered with the SEC and in 22 states and offers advisory services including security ratings, educational seminars, and publication of periodicals. They serve 6 investment companies and corporations or other businesses. They have 26 registered representatives and provide investment advisory functions to 23 clients.

Not reported

Assets Under Management

54

Total Clients

26

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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 Reed’s Registration & Firm History

OH

06/27/2023 - Present

Northcoast Research Partners, LLC (Cleveland OH)

OH

09/22/2016 - 12/04/2020

FIFTH THIRD SECURITIES, INC. (MACEDONIA OH)

OH

11/23/2009 - 06/07/2016

PNC INVESTMENTS (WOOSTER OH)

OH

03/03/2009 - 08/17/2009

EDWARD JONES (FAIRLAWN OH)

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Licenses & Designations

BOTH

Issued 04/13/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/08/2022

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/02/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aaron Bruce Reed.
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