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Robert Sohngen Cottrell

Cleveland Research Co. LLC

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About Robert Sohngen Cottrell

Robert Sohngen Cottrell is a licensed securities professional with over 10 years of experience in the industry. Robert is currently registered with Cleveland Research Co. LLC in Cleveland, Ohio. Robert holds licenses for Series 7, 63, 86, and 87 exams. Robert has a strong background in equity research and has been providing clients with insightful reports for over a decade.

Firm Information

Robert Cottrell 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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Robert Cottrell’s Registration & Firm History

OH

11/20/2012 - Present

Cleveland Research Co. LLC (CLEVELAND OH)

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Licenses & Designations

BC

Issued 12/20/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/06/2013

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 03/01/2013

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 11/19/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Sohngen Cottrell.
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