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Aaron Switalski

Northcoast Research Partners, LLC

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About Aaron Switalski

Aaron Switalski is a Registered Representative and Investment Advisor Representative with Northcoast Research Partners, LLC, in Cleveland, Ohio. Aaron has been working in the securities industry since 2021. Aaron has passed the Series 63, Series 66, Series 7TO, Series 86, and Series 87 exams. Prior to joining Northcoast Research Partners, LLC, Aaron was a registered representative with Charles Schwab & Co., Inc.

Firm Information

Aaron Switalski 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 Switalski’s Registration & Firm History

OH

10/16/2023 - Present

Northcoast Research Partners, LLC (Cleveland OH)

OH

06/18/2021 - 03/22/2022

CHARLES SCHWAB & CO., INC. (Richfield OH)

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Licenses & Designations

BOTH

Issued 10/16/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/19/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/26/2024

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 08/31/2023

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 06/18/2021

Series 7TO - General Securities Representative Examination

BC

Issued 04/13/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aaron Switalski.
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