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, 15th Floor, 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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Other Business Activities

Aaron works as an arbitrator for FINRA, an industry regulatory body. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Northcoast Research Partners, LLC
June 2023 - Present · 2 yrs 7 mos
Northcoast Research Partners, LLC Broker
January 2022 - Present · 4 yrs
Previous Registrations
Fifth Third Securities, INC.
September 2016 - December 2020 · 4 yrs 3 mos
Fifth Third Securities, INC. Broker
September 2016 - December 2020 · 4 yrs 3 mos
PNC Investments
November 2009 - June 2016 · 6 yrs 7 mos
PNC Investments Broker
November 2009 - June 2016 · 6 yrs 7 mos
Edward Jones
April 2009 - August 2009 · 4 mos
Edward Jones Broker
March 2009 - August 2009 · 5 mos
State Registrations2 states
NYOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.