Aaron T. Newman
Professional summary
Aaron Tyler Newman is a registered financial professional 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.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Aaron Tyler Newman's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 17, 2026 - Present
CASCADE PARTNERS BD, LLC
Office #1: 1000 Town Center Suite 1100, Southfield, MI 48075September 14, 2022 - June 18, 2026
DC ADVISORY
April 20, 2021 - September 7, 2022
KEYBANC CAPITAL MARKETS INC.
April 2, 2021 - April 28, 2021
FOCALPOINT SECURITIES, LLC
June 11, 2009 - April 7, 2010
J.P. MORGAN SECURITIES LLC
October 1, 2008 - April 7, 2010
J.P. MORGAN SECURITIES LLC
September 1, 2008 - October 1, 2008
J.P. MORGAN SECURITIES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/17/2026)
(7/17/2026)
Exams
Series 79TO
Date: 4/2/2021
Investment Banking Registered Representative ExaminationFINRA
Current Firm
CASCADE PARTNERS BD, LLC
CRD#: 148739 / SEC#: , 8-68063
Contact information
FINRA licenses (31 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 |
Red Flags
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