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Kartik Mehta

Northcoast Research Partners, LLC

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About Kartik Mehta

Kartik Mehta is a registered representative with Northcoast Research Partners, LLC. Kartik has been working in the securities industry since April 20, 1998. Kartik has worked with America Northcoast Securities, Inc. and FTN Equity Capital Markets Corp. as well.

Firm Information

Kartik Mehta is currently registered with Northcoast Research Partners, LLC. Northcoast Research Partners, LLC is a Limited Liability Company formed on October 29, 2008, and headquartered in Ohio. The firm is registered with the SEC and in 22 states and offers advisory services including security ratings, educational seminars, and publication of periodicals. They serve 6 investment companies and corporations or other businesses. They have 26 registered representatives and provide investment advisory functions to 23 clients.

Not reported

Assets Under Management

54

Total Clients

26

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Kartik Mehta’s Registration & Firm History

OH

06/23/2023 - Present

Northcoast Research Partners, LLC (Cleveland OH)

OH

05/05/2009 - 06/04/2017

AMERICA NORTHCOAST SECURITIES, INC. (CLEVELAND OH)

OH

10/21/2002 - 04/30/2009

FTN EQUITY CAPITAL MARKETS CORP. (CLEVELAND OH)

TN

01/02/2001 - 10/21/2002

FIRST TENNESSEE SECURITIES CORP. (MEMPHIS TN)

OH

04/17/1998 - 01/02/2001

MAXUS SECURITIES CORP (CLEVELAND OH)

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Licenses & Designations

BOTH

Issued 04/29/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/03/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/01/2009

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2004

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 04/16/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kartik Mehta.
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