Ari D. Fischman

NORTHCOAST ASSET MANAGEMENT

Southfield, MI 48076

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CRD#: 4571478

Professional summary

Ari David Fischman, CFP® is a registered financial advisor currently at NORTHCOAST ASSET MANAGEMENT LLC located in Southfield, Michigan and INTEGRITY ALLIANCE, LLC. located in Urbandale, Iowa.

Ari is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Ari has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Ari David Fischman's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

January 8, 2025 - Present

NORTHCOAST ASSET MANAGEMENT LLC

Office #1: Two Towne Square Suite 800, Southfield, MI 48076

RIA

CRD#: 282241

Southfield, MI

Current

November 3, 2025 - Present

INTEGRITY ALLIANCE, LLC.

Office #1: 4135 Nw Urbandale Dr, Urbandale, IA 50322

RIA

CRD#: 139627

Urbandale, IA

Past

April 9, 2024 - December 31, 2024

NORTHCOAST ASSET MANAGEMENT LLC

RIA

CRD#: 282241

Southfield, MI

Past

October 20, 2022 - November 3, 2025

LION STREET FINANCIAL, LLC

CRD#: 165828

AUSTIN, TX

Past

December 4, 2020 - March 21, 2024

TELEMUS CAPITAL, LLC

RIA

CRD#: 168794

Southfield, MI

Past

August 14, 2013 - November 20, 2020

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

SOUTHFIELD, MI

Past

October 2, 2002 - November 20, 2020

NYLIFE SECURITIES LLC

CRD#: 5167

SOUTHFIELD, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NORTHCOAST ASSET MANAGEMENT LLC

CRD#: 282241 / SEC#: 801-107054

RIA

Registered Investment Advisory firm - (12/24/2015 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

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

Illinois
(11/3/2025)

IAR

Michigan
(1/8/2025)

Michigan
(11/3/2025)

Nevada
(11/3/2025)

New Jersey
(11/3/2025)

New York
(11/3/2025)

Texas
(11/23/2025)

Wyoming
(11/3/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/7/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/12/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/20/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/1/2002

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

NORTHCOAST ASSET MANAGEMENT LLC

CRD#: 282241 / SEC#: 801-107054

RIA

Registered Investment Advisory firm - (12/24/2015 Approved)

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Contact information

Main Address

400 Atlantic Sreet 6th Floor, Stamford, CT 06901

Mailing Address

Phone number

(203) 532-7000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NORTHCOAST ASSET MANAGEMENT ADV PART 2A BROCHURE (2/19/2026)

Regulatory assets under management

Total Number of Accounts	7,122
AUM (Assets Under Management)	$ 4,967,977,227

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/23/2025	Cover Page	Report
08/15/2024	Cover Page	Report
07/19/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Ari D. Fischman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ari David Fischman's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRITY ALLIANCE, LLC.

NORTHCOAST ASSET MANAGEMENT LLC

LION STREET FINANCIAL, LLC

TELEMUS CAPITAL, LLC

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

NORTHCOAST ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/7/2013

Series 63

Date: 11/12/2002

SIE

Date: 10/1/2018

Series 7

Date: 1/20/2013

Series 6

Date: 10/1/2002

FINRA

Current Firm

NORTHCOAST ASSET MANAGEMENT LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

NORTHCOAST ASSET MANAGEMENT LLC

TRUST BUT VERIFY

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