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Thomas Richard Jedlicka

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

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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

10 years in the industry.

  1. Northcoast Asset Management LLCJun 2026 to now
  2. AndersenAug 2024 to Jun 2026
  3. AndersenJun 2023 to Aug 2023
  4. Fieldpoint PrivateMay 2022 to Jun 2022
  5. Miami UniversityAug 2020 to May 2024
  6. Greenwich High SchoolAug 2016 to May 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

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

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
8309454
Firm CRD
282241
Advisor's SEC record (opens in a new tab)
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