Firm Information

Compensation
N/A
Number of Advisors
19 advisors
Number of Clients
6 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only

Northcoast negotiates fees for access to its research reports, analysis, financial models, and meetings with a company’s management, with each of its Advisory Customers based on various factors. These factors include the anticipated level of direct access to and interaction with the Firm and its analysts. Advisory Customers may also request other services, including but not limited to, specific research requests, access to analysts, etc. that the Firm would separately charge an Advisory Customer in addition to its negotiated fees. The relationship may be terminated by an Advisory Customer at any time.

Areas of Practice
Investment Management
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Advisor Information

Office location

1301 East Ninth Street, Suite 1500, Cleveland, OH, 44114

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Northcoast Research Partners, LLC
January 2024 - Present · 2 yrs
Northcoast Research Partners, LLC Broker
February 2010 - Present · 15 yrs 11 mos
Previous Registrations
America Northcoast Securities, INC.Broker
August 2009 - June 2017 · 7 yrs 10 mos
Keybanc Capital Markets INC.Broker
November 1995 - August 2009 · 13 yrs 9 mos
Roulston Research CORP.Broker
September 1989 - November 1995 · 6 yrs 2 mos
Prudential-Bache Securities INC.Broker
November 1987 - May 1989 · 1 yr 6 mos
State Registrations11 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.