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Lauren Bergh

Cleveland Research Co. LLC

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About Lauren Bergh

Lauren Bergh is a Financial and Operations Principal at Cleveland Research Co. LLC. Lauren is licensed as a Financial and Operations Principal (Series 27) and holds a FINRA license. Lauren joined Cleveland Research Co. LLC on June 26, 2024.

Firm Information

Lauren Bergh 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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Lauren Bergh’s Registration & Firm History

OH

06/26/2024 - Present

Cleveland Research Co. LLC (CLEVELAND OH)

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Licenses & Designations

BC

Issued 06/26/2024

Series 27 - Financial and Operations Principal Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lauren Bergh.
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