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Michael A. Porricelli

NORTHCOAST ASSET MANAGEMENT
Greenwich, CT 06831
CRD#: 6902285
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MP
Michael A PorricelliNORTHCOAST ASSET MANAGEMENT

Professional summary

Michael A Porricelli, who also goes by Michael Anthony Porricelli, Michael Porricelli, is a registered financial advisor currently at NORTHCOAST ASSET MANAGEMENT LLC located in Greenwich, Connecticut.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Michael has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michael Anthony Porricelli | Michael Porricelli

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 Michael A Porricelli'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®
None

Experience

Current

January 6, 2025 - Present

NORTHCOAST ASSET MANAGEMENT LLC

Office #1: One Greenwich Office Park, Greenwich, CT 06831
RIA
CRD#: 282241
Greenwich, CT
Past

June 3, 2024 - December 31, 2024

NORTHCOAST ASSET MANAGEMENT LLC

RIA
CRD#: 282241
Greenwich, CT
Past

November 18, 2021 - July 25, 2024

CONNECTUS WEALTH

RIA
CRD#: 310912
Greenwich, CT
Past

June 28, 2021 - November 8, 2021

NORTHCOAST ASSET MANAGEMENT LLC

RIA
CRD#: 109582
GREENWICH, CT
Past

April 26, 2021 - September 1, 2021

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
Greenwich, CT
Past

March 18, 2019 - May 15, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Greenwich, CT

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
NORTHCOAST ASSET MANAGEMENT LLC
FIRST HOUSTON CAPITAL | WEATHERSTONE CAPITAL MANAGEMENT | TRANSFORM WEALTH | TMD WEALTH MANAGEMENT | TELEMUS CAPITAL | STRATEGIC WEALTH PARTNERS | RELATIVE VALUE PARTNERS | NORTHCOAST ASSET MANGEMENT | NORTHCOAST ASSET MANAGEMENT LLC | KOVITZ INVESTMENT GROUP PARTNERS, LLC | KOVITZ | IFAM CAPITAL | FORT PITT CAPITAL GROUP

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.

Highlighted states indicate IAR registrations

IAR
Connecticut
(1/6/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/28/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/18/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/5/2018
Securities Industry Essentials Examination

Current Firm

NORTHCOAST ASSET MANAGEMENT LLC
NORTHCOAST ASSET MANAGEMENT LLC
FIRST HOUSTON CAPITAL | WEATHERSTONE CAPITAL MANAGEMENT | TRANSFORM WEALTH | TMD WEALTH MANAGEMENT | TELEMUS CAPITAL | STRATEGIC WEALTH PARTNERS | RELATIVE VALUE PARTNERS | NORTHCOAST ASSET MANGEMENT | NORTHCOAST ASSET MANAGEMENT LLC | KOVITZ INVESTMENT GROUP PARTNERS, LLC | KOVITZ | IFAM CAPITAL | FORT PITT CAPITAL GROUP

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
45

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 Accounts7,122
AUM (Assets Under Management)$ 4,967,977,227

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

NORTHCOAST ASSET MANAGEMENT LLC

NORTHCOAST ASSET MANAGEMENT LLC

CRD#: 282241Greenwich, CT 06831

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