TrueAdvisor
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KM
KM

Kartik Mehta

Northcoast Research Partners, LLC
27 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Northcoast Research Partners, LLC
Compensation
N/A
Firm Size
19 advisors
Number of Clients
6 clients
Average Client Portfolio
Not specified

Location

1301 East Ninth Street, 15th Floor, 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 8 mos
Northcoast Research Partners, LLCBroker
February 2010 - Present · 16 yrs
Previous Registrations
America Northcoast Securities, INC.Broker
May 2009 - June 2017 · 8 yrs 1 mo
Ftn Equity Capital Markets CORP.Broker
October 2002 - April 2009 · 6 yrs 6 mos
First Tennessee Securities CORP.Broker
January 2001 - October 2002 · 1 yr 9 mos
Maxus Securities CORPBroker
April 1998 - January 2001 · 2 yrs 9 mos
State Registrations2 states
NYOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.