Skip to content

Christopher Kenneth Zambrotta

Investment adviser representative at Northcoast Asset Management LLC
13 yearsExperience
1 stateRegistered in
$5BFirm assets
10 yearsFirm in business

Are you Christopher Kenneth Zambrotta? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Northcoast Asset Management LLCJan 2026 to now
  2. Kovitz Investment Group Partners, LLCNov 2025 to now
  3. TIAAApr 2025 to Nov 2025
  4. TIAA-CREF Individual & Institutional Services, LLCApr 2025 to Nov 2025
  5. Megacorp LogisticsOct 2023 to Apr 2025
  6. Nextglass / UntappedJul 2023 to Oct 2023
  7. NcinoMay 2022 to Jul 2023
  8. Magnolia Greens Golf Course / Cp Golf LLCJan 2021 to Jan 2023
  9. Lowe's Home ImprovementApr 2020 to Jul 2020
  10. Jimmy Johns / Dbd Monroe LLCJan 2020 to Mar 2021
  11. University of North Carolina WilmingtonAug 2019 to Jul 2023
  12. Firethorne Country ClubMay 2019 to Jul 2019
  13. Smoothie KingJan 2019 to Jun 2019
  14. TargetNov 2018 to Jan 2019
  15. Panera BreadJun 2018 to Nov 2018
  16. Hickory Tavern / T&b Concepts of Wesley Chapel LLCMay 2018 to Jul 2018
  17. Chick-fil-aFeb 2017 to May 2018
  18. Union AcademyAug 2012 to Aug 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (NC).

Northcoast Asset Management LLC

$5BAssets managed
4,486Clients
31Advisers
10 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8039892
Firm CRD
282241
Advisor's SEC record (opens in a new tab)
CallContact this firm