Jarrett A. Torromeo
Professional summary
Jarrett Anthony Torromeo, who also goes by Jarrett Torromeo, is a registered financial advisor currently at NORTHCOAST ASSET MANAGEMENT LLC located in Stamford, Connecticut.
Jarrett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jarrett has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jarrett Anthony Torromeo's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 30, 2026 - Present
NORTHCOAST ASSET MANAGEMENT LLC
Office #1: 400 Atlantic Sreet 6th Floor, Stamford, CT 06901June 30, 2022 - April 17, 2025
J.M LUMMIS SECURITIES, INC.
Primary Firm SEC Registration
NORTHCOAST ASSET MANAGEMENT LLC
CRD#: 282241 / SEC#: 801-107054
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/30/2026)
Exams
Series 7TO
Date: 6/30/2022
General Securities Representative ExaminationCurrent Firm
NORTHCOAST ASSET MANAGEMENT LLC
CRD#: 282241 / SEC#: 801-107054
Contact information
SEC notice filing (51 States and Territories)
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 | ||
| 08/15/2024 | ||
| 07/19/2023 |
Red Flags
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