CC
CFA
CC
CFA

Charles Cerankosky

35 Years of Experience
Broker

Charles Cerankosky is a CFA-designated registered investment advisor at Northcoast Research Partners, LLC, based in Cleveland, OH, with 35 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients.

Compensation
N/A
Firm Size
22 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

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

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History

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
June 2023 - Present · 2 yrs 10 mos
Northcoast Research Partners, LLCBroker
February 2010 - Present · 16 yrs 2 mos
Previous Registrations
America Northcoast Securities, INC.Broker
May 2009 - June 2017 · 8 yrs 1 mo
Ftn Equity Capital Markets CORP.Broker
July 2006 - April 2009 · 2 yrs 9 mos
Mcdonald Investments INC.Broker
July 1998 - August 2006 · 8 yrs 1 mo
Tucker Anthony IncorporatedBroker
November 1992 - July 1998 · 5 yrs 8 mos
Everen Securities, INC.Broker
January 1991 - November 1992 · 1 yr 10 mos
State Registrations1 state
OH
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Charles Cerankosky - Financial Advisor | TrueAdvisor