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MR

Martin P. Rizzo

NORTHCOAST RESEARCH PARTNERS
Cleveland, OH 44114
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CRD#: 1520499
MR

Professional summary


Martin Paul Rizzo, who also goes by Martin P Rizzo, is a registered financial professional currently at NORTHCOAST RESEARCH PARTNERS, LLC located in Cleveland, Ohio.

Martin is registered as a RR (Registered Representative) and started their career in finance in 1986. Martin has worked at 8 firms and has passed the Series 63, Series 65, Series 99TO, SIE, Series 87, Series 7, Series 14, Series 53, Series 24 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Martin P Rizzo

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) - BD


Click below to view Martin Paul Rizzo's CRS (Customer Relationship Summary).

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


Current

July 9, 2009 - Present

NORTHCOAST RESEARCH PARTNERS, LLC

Office #1: 1301 East Ninth Street 15th Floor, Cleveland, OH 44114
RIA
BD
CRD#: 149109
Cleveland, OH
Past

June 14, 2010 - June 1, 2017

AMERICA NORTHCOAST SECURITIES, INC.

BD
CRD#: 16076
CLEVELAND, OH
Past

July 10, 2002 - July 29, 2008

FTN EQUITY CAPITAL MARKETS CORP.

BD
CRD#: 119625
CLEVELAND, OH
Past

January 2, 2001 - July 10, 2002

FHN FINANCIAL SECURITIES CORP.

BD
CRD#: 46346
MEMPHIS, TN
Past

January 31, 2000 - January 9, 2001

MIDWEST RESEARCH SECURITIES LIMITED

BD
CRD#: 47991
CLEVELAND, OH
Past

August 6, 1997 - February 25, 2000

FIFTH THIRD/MAXUS SECURITIES INC

BD
CRD#: 6790
CLEVELAND, OH
Past

March 12, 1987 - March 20, 1996

ROULSTON RESEARCH CORP.

BD
CRD#: 17864
CLEVELAND, OH
Past

November 12, 1986 - March 20, 1996

ROULSTON RESEARCH CORP.

BD
CRD#: 3235
CLEVELAND, OH

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(11/14/2024)
RR
Ohio
(8/18/2009)

Exams


State Security Law Exam
RR
Series 63
Date: 5/4/2005
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/23/1994
General Securities Principal Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

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)
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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


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

Company Information


NORTHCOAST RESEARCH PARTNERS, LLC

CRD#: 149109Cleveland, OH 44114

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