CZ
CZ

Christopher Zambrotta

1 Year of Experience
Charlotte, NC

Christopher Zambrotta is a registered investment advisor at Northcoast Asset Management LLC, based in Charlotte, NC, with 1 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 4,486 clients with $5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
31 advisors
Number of Clients
4,486 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$5.0B

Fee Structure

Investment management only (planning not offered)

NorthCoast Asset Management determines investment management fees on a case-by-case basis, taking into account the amount of assets managed and the variety and complexity of the services provided. Fees are typically charged as a percentage of your portfolio on a quarterly basis in arrears. Fees are potentially subject to negotiation.

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Location

15720 Brixham Hill Ave, Suite 300, Charlotte, NC, 28277

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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 Asset Management LLC
January 2026 - Present · 9 mos
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
June 2025 - November 2025 · 5 mos
State Registrations1 state
NC
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.
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