Aaron Tyler Newman
Professional Summary
Aaron Tyler Newman is a registered financial advisor currently at CASCADE PARTNERS BD, LLC located in Southfield, Michigan. Aaron is registered as a RR (Registered Representative) and started their career in finance in 2008. Aaron has worked at 6 firms and has passed the Series 63, Series 66, Series 79TO, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
18 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CASCADE PARTNERS BD LLC | SENECA PARTNERS BD, LLC | SENECA PARTNERS BD, LLC | CASCADE PARTNERS BD, LLC
Contact Information
Main Address
1000 Town Center Suite 1100, Southfield, MI 48075Mailing Address
1000 Town Center Suite 1100, Southfield, MI 48075Phone Number
248-430-6266, X101Established
Michigan since 10/30/2007Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (31 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CASCADE PARTNERS LLC | MEMBER | — |
| KOTHARI, RAJESHKUMAR UJAMLAL | CEO, EXECUTIVE REPRESENTATIVE, CFO, FINOP, CCO | 5514025 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(7/17/2026)
(7/17/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Apr 2021About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Aaron Tyler Newman's CRS (Customer Relationship Summary).
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