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Atlanticmidwest Investment Research, LLC
AtlanticMidwest Investment Research is a Registered Investment Advisor and acts as a Fiduciary for its clients. The firm helps clients make financial...
Overview
AtlanticMidwest Investment Research is a Registered Investment Advisor and acts as a Fiduciary for its clients. The firm helps clients make financial planning and investment management simple, especially those coming through a career transition after being laid off or retiring. Its financial planning strategies and investment management align with life, career and business coaching provided through LifeByDesign360.
General information
Firm type
RIA
Principals
Douglas Reed
CEO, CRPC, AAMS
Sherry Cuadrado Oyola
Administration Manager
Frequently asked questions
Who runs Atlanticmidwest Investment Research, LLC?
The firm's principals are not publicly named. No regulatory filings or media reports identify the operator or investment decision-maker as of mid-2026.
Which regions does Atlanticmidwest target?
The entity name references the Atlantic and Midwest regions, but no office locations or specific geographic investment focus has been confirmed through public records.
What is the AUM of Atlanticmidwest Investment Research, LLC?
AUM is not publicly disclosed. No external sources have reported the firm's assets under management.
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