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David M McMullen

Cleveland Research Co. LLC

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About David M McMullen

David McMullen is a financial professional with experience in the industry since 2008. David is currently registered with Cleveland Research Co. LLC. David is licensed to provide investment advice in Ohio and is series 63, SIE, and Series 7 licensed. David has been associated with Cleveland Research Co. LLC since January 15, 2008. Previously, David was also associated with Cleveland Research Company LLC in August 2007.

Firm Information

David McMullen is currently registered with Cleveland Research Co. LLC. Cleveland Research Co. LLC is a Limited Liability Company formed in 2006. The firm offers equity research reports and has 75 registered representatives and 51 investment advisory personnel. Cleveland Research Co. LLC is registered in 6 states and with the SEC.

Not reported

Assets Under Management

22

Total Clients

73

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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equity research reports

Equity research reports

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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other

Subscription fees for research reports

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David McMullen’s Registration & Firm History

OH

01/15/2008 - Present

Cleveland Research Co. LLC (CLEVELAND OH)

OH

08/20/2007 - 08/29/2007

CLEVELAND RESEARCH COMPANY LLC (CLEVELAND OH)

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Licenses & Designations

BC

Issued 06/06/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David M McMullen.
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