AK
CFA
AK
CFA

Apostolos Kapassakis

25 Years of Experience
Broker

Apostolos Kapassakis is a CFA-designated registered investment advisor at Northcoast Research Partners, LLC, based in Cleveland, OH, with 25 years of industry experience. Apostolos 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 2025 - Present · 10 mos
Northcoast Research Partners, LLC
June 2025 - Present · 10 mos
Northcoast Research Partners, LLCBroker
June 2025 - Present · 10 mos
Previous Registrations
Auerbach Grayson & Company LLCBroker
October 2023 - March 2024 · 5 mos
Commerz Markets LLCBroker
May 2010 - November 2021 · 11 yrs 6 mos
Commerzbank Capital Markets CORP.Broker
October 2009 - May 2010 · 7 mos
Dresdner Kleinwort Securities LLCBroker
June 2000 - November 2009 · 9 yrs 5 mos
Cantor Fitzgerald SecuritiesBroker
July 1997 - June 2000 · 2 yrs 11 mos
State Registrations2 states
NYOH
AdvisorBrokerBoth

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.