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Leslie Ellyn Massey

Cleveland Research Co. LLC

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About Leslie Ellyn Massey

Leslie Ellyn Massey is a registered representative with Cleveland Research Co. LLC. Leslie has been in the industry since 2017 and has passed the Series 7, Series 24 and Series 87 exams. Leslie has been registered with the state of Ohio since 2017. Prior to working with Cleveland Research Co. LLC, Leslie was registered with MCDONALD INVESTMENTS INC. from 2003 to 2003.

Firm Information

Leslie Massey 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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Leslie Massey’s Registration & Firm History

OH

07/24/2017 - Present

Cleveland Research Co. LLC (CLEVELAND OH)

OH

06/17/2003 - 09/19/2003

MCDONALD INVESTMENTS INC. (CLEVELAND OH)

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Licenses & Designations

BC

Issued 04/10/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/13/2017

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 02/27/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Leslie Ellyn Massey.
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