AS
AS

Aaron Switalski

4 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
N/A
Firm Size
19 advisors
Number of Clients
6 clients
Average Client Portfolio
Not specified
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Location

1301 East Ninth Street, 15th Floor, Cleveland, OH, 44114

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Aaron works as staff/performer at Spectacular Party Entertainment, dedicating minimal time to this activity. This activity is not investment-related.

Employment History
Current Registrations
Northcoast Research Partners, LLC
October 2023 - Present · 2 yrs 4 mos
Northcoast Research Partners, LLCBroker
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
June 2021 - March 2022 · 9 mos
State Registrations2 states
NYOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.