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

Huntingdon Valley, PA

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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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Other Business Activities

Ryan serves on the finance council for Saint Albert the Great Parish, engaging in financial management activities. He spends minimal time on this investment-related activity, which he has been doing since 2015.

Employment History
Current Registrations
Northcoast Research Partners, LLC
June 2023 - Present · 2 yrs 7 mos
Northcoast Research Partners, LLC
June 2022 - Present · 3 yrs 7 mos
Northcoast Research Partners, LLC Broker
June 2022 - Present · 3 yrs 7 mos
Previous Registrations
Boenning & Scattergood, INC.Broker
January 2015 - June 2022 · 7 yrs 5 mos
Janney Montgomery Scott LLC Broker
March 2010 - December 2014 · 4 yrs 9 mos
Boenning & Scattergood, INC.Broker
April 2006 - March 2010 · 3 yrs 11 mos
Janney Montgomery Scott LLC Broker
December 2005 - May 2006 · 5 mos
State Registrations3 states
NYOHPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Ryan Michael Connors - Financial Advisor | AdvisorDiscover