AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
BM

Bryan A. Merolla

CLEVELAND RESEARCH COMPANY LLC
Cleveland, OH 44114
Some features on this profile are disabled
CRD#: 3169380
BM

Professional summary

Bryan Allen Merolla, who also goes by Bryan Merolla, is a registered financial professional currently at CLEVELAND RESEARCH COMPANY LLC located in Cleveland, Ohio.

Bryan is registered as a RR (Registered Representative) and started their career in finance in 2000. Bryan has worked at 4 firms and has passed the Series 63, SIE, Series 87, Series 7, Series 24 and Series 27 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Bryan Merolla

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Bryan Allen Merolla's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 29, 2007 - Present

CLEVELAND RESEARCH COMPANY LLC

Office #1: 1375 E 9th Street Suite 2700, Cleveland, OH 44114Office #2: 1375 East 9th Street Suite 2700, Cleveland, OH 44114
RIA
BD
CRD#: 142230
Cleveland, OH
Past

December 15, 2005 - October 19, 2006

VALMARK SECURITIES, INC.

BD
CRD#: 31243
AKRON, OH
Past

October 24, 2000 - November 29, 2006

SEQUOIA FINANCIAL GROUP, L.L.C.

RIA
CRD#: 117756
AKRON, OH
Past

June 26, 2000 - December 19, 2005

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Ohio
(4/5/2007)

Exams

State Security Law Exam
RR
Series 63
Date: 4/6/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 87
Date: 3/9/2007
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 7
Date: 6/21/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/23/2022
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 27
Date: 10/10/2001
Financial and Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CR
CLEVELAND RESEARCH COMPANY LLC
CLEVELAND RESEARCH COMPANY LLC

CRD#: 142230 / SEC#: , 8-67482

Ohio
Registered Investment Advisory firm - SEC (6/15/2023 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1375 E 9th Street Suite 2700, Cleveland, OH 44114
Mailing Address
1375 E 9th Street Suite 2700, Cleveland, OH 44144
Phone number
(216) 649-7250
Established
Ohio since 03/24/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
119

FINRA licenses (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
CLEVELAND RESEARCH MANAGEMENT COMPANY LLCPARENT COMPANY
BOSSHARD, ERICCEO2744439
BYKE, CHRISTOPHERPRESIDENT2107753
HUTCHINS, KIMBERLY ANNFINOP4499796
SISSON, MICAH RCCO4825177

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CLEVELAND RESEARCH COMPANY LLC

CRD#: 142230Cleveland, OH 44114

TRUST BUT VERIFY

Monitor Bryan Merolla

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

BK
Boris KagarlitskiyAdvisorCheck Check Mark
KEY INVESTMENT SERVICES LLC
IAR
RR
University Heights, OH
AC
Andrew CrockAdvisorCheck Check Mark
STRATEGIC ADVISERS LLC
IAR
RR
NORTH OLMSTED, OH
JM
James MagyariAdvisorCheck Check Mark
COMMONWEALTH FINANCIAL NETWORK
IAR
RR
Solon, OH
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.