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Adam N. Doehrel

CLEVELAND RESEARCH COMPANY
CLEVELAND, OH 44114
CRD#: 5784773
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Adam Neil DoehrelCLEVELAND RESEARCH COMPANY

Professional summary

Adam Neil Doehrel, who also goes by Adam Doehrel, is a registered financial professional currently at CLEVELAND RESEARCH COMPANY LLC located in Cleveland, Ohio.

Adam is registered as a RR (Registered Representative) and started their career in finance in 2010. Adam has worked at 1 firm and has passed the Series 63, SIE, Series 86, Series 87 and Series 7 exams.

Aliases

Adam Doehrel

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 Adam Neil Doehrel'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

August 12, 2018 - Present

CLEVELAND RESEARCH COMPANY LLC

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

August 25, 2010 - July 22, 2014

CLEVELAND RESEARCH COMPANY LLC

BD
CRD#: 142230
CLEVELAND, OH

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
(8/13/2018)

Exams

State Security Law Exam
RR
Series 63
Date: 8/20/2018
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 86
Date: 9/11/2018
Research Analyst Exam - Part I Analysis Module
General Industry/Product Exam
RR
Series 87
Date: 8/27/2018
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 7
Date: 8/10/2018
General Securities Representative 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)
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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)

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

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

Company Information

CLEVELAND RESEARCH COMPANY LLC

CRD#: 142230Cleveland, OH 44114

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