AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
MV

Mark A. Vierengel

Some features on this profile are disabled
CRD#: 1440078
MV

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Mark Austin Vierengel was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 1985. Mark had worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 8 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 23, 2023 - April 17, 2024

NORTHCOAST RESEARCH PARTNERS, LLC

RIA
CRD#: 149109
Pleasant Hill, CA
Past

February 2, 2010 - April 17, 2024

NORTHCOAST RESEARCH PARTNERS, LLC

BD
CRD#: 149109
CLEVELAND, OH
Past

September 11, 2009 - June 4, 2017

AMERICA NORTHCOAST SECURITIES, INC.

BD
CRD#: 16076
CLEVELAND, OH
Past

February 29, 2008 - May 8, 2009

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
SAN FRANCISCO, CA
Past

August 22, 2007 - February 29, 2008

RBC CAPITAL MARKETS CORPORATION

BD
CRD#: 6579
SAN FRANCISCO, CA
Past

May 1, 2001 - May 4, 2007

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
SAN FRANCISCO, CA
Past

July 30, 1996 - May 1, 2001

JPMSI

BD
CRD#: 15733
NEW YORK, NY
Past

August 23, 1993 - August 12, 1996

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

December 17, 1985 - August 10, 1993

FIRST MANHATTAN SECURITIES LLC

BD
CRD#: 1845
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/30/2023
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 9/10/1998
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam

Current Firm


NR
NORTHCOAST RESEARCH PARTNERS, LLC
CONTINUUM RESEARCH PARTNERS, LLC | NORTHCOAST RESEARCH PARTNERS, LLC

CRD#: 149109 / SEC#: , 8-68115

Ohio
Registered Investment Advisory firm - SEC (6/23/2023 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
1301 East Ninth Street 15th Floor, Cleveland, OH 44114
Mailing Address
1301 East Ninth Street 15th Floor, Cleveland, OH 44114
Phone number
(216) 468-6950
Established
Ohio since 10/29/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
32

FINRA licenses (21 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
NORTHCOAST RESEARCH HOLDINGS, LLCSOLE MEMBER / PARENT
MEHTA, KARTIKMANAGING OFFICER3034087
RAFFA, SALVATORE ANTONINOCHIEF FINANCIAL OFFICER3213782
RIZZO, MARTIN PAULPRESIDENT AND CCO1520499

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


NORTHCOAST RESEARCH PARTNERS, LLC

CRD#: 149109

TRUST BUT VERIFY

Monitor Mark Vierengel

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics