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James Sanderson

16 Years of Experience
Broker

James Sanderson is a registered investment advisor at Northcoast Research Partners, LLC, based in Cleveland, OH, with 16 years of industry experience. James 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, LLC
April 2019 - Present · 7 yrs
Northcoast Research Partners, LLCBroker
April 2019 - Present · 7 yrs
Previous Registrations
Detwiler Fenton & CO.Broker
July 2018 - February 2019 · 7 mos
Wood (arthur W.) Company, INC.Broker
May 2016 - April 2018 · 1 yr 11 mos
Detwiler Fenton Wealth Management INCBroker
August 2013 - May 2015 · 1 yr 9 mos
Detwiler Fenton & CO.Broker
July 2009 - May 2016 · 6 yrs 10 mos
State Registrations3 states
NYOHRI
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.