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Martin Paul Rizzo

Northcoast Research Partners, LLC

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About Martin Paul Rizzo

Martin Rizzo is a financial professional with over 30 years of experience in the industry. Currently, Martin is a Registered Representative with Northcoast Research Partners, LLC and is based in Cleveland, OH. Prior to joining Northcoast Research Partners, LLC, Martin has held positions with several other financial firms including America Northcoast Securities, Inc., FTN Midwest Securities Corp., First Tennessee Securities Corp., Midwest Research Securities Limited, Maxus Securities Corp, and Roulston Fund Distributors, Inc. Martin holds several licenses including Series 7, Series 24, Series 27, Series 53, Series 63, and Series 65.

Firm Information

Martin Rizzo 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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Martin Rizzo’s Registration & Firm History

OH

07/09/2009 - Present

Northcoast Research Partners, LLC (Cleveland OH)

OH

06/14/2010 - 06/01/2017

AMERICA NORTHCOAST SECURITIES, INC. (CLEVELAND OH)

OH

07/10/2002 - 07/29/2008

FTN MIDWEST SECURITIES CORP. (CLEVELAND OH)

TN

01/02/2001 - 07/10/2002

FIRST TENNESSEE SECURITIES CORP. (MEMPHIS TN)

OH

01/31/2000 - 01/09/2001

MIDWEST RESEARCH SECURITIES LIMITED (CLEVELAND OH)

OH

08/06/1997 - 02/25/2000

MAXUS SECURITIES CORP (CLEVELAND OH)

OH

03/12/1987 - 03/20/1996

ROULSTON FUND DISTRIBUTORS, INC. (CLEVELAND OH)

OH

11/12/1986 - 03/20/1996

ROULSTON RESEARCH CORP. (CLEVELAND OH)

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Licenses & Designations

BC

Issued 05/04/2005

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/08/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 12/16/1994

Series 53 - Municipal Securities Principal Examination

BC

Issued 11/23/1994

Series 24 - General Securities Principal Examination

BC

Issued 11/11/1986

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/06/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 02/09/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Martin Paul Rizzo.
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