Searle & Co.
47yrs
Top advisor by experience in Greenwich
20yrs
Robert Wright
Full name on record: Robert Edward Wright
Financial advisor at Northcoast Asset Management
Robert Wright has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Greenwich, Connecticut. Robert has been with Northcoast Asset Management since 2025; before that, Robert spent three years at Connectus Wealth and two years at Ameriprise Financial Services. Northcoast Asset Management offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 659 advisors with offices in Greenwich, and one of 618 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?Top 13% by experience at Northcoast Asset Management
OfficeOne Greenwich Office Park, Greenwich, CT 06831
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$1.05 million
Advisors at the firm31
States licensed ?1 state
Services through Northcoast Asset Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jan 2025 – nowNorthcoast Asset Management LLCCurrent firm
- Jun 2024 – Dec 2024Northcoast Asset Management LLCPreviously
- 2021 – 2024Connectus WealthPreviously
- 2008 – 2021Northcoast Asset Management LLCPreviously
- Oct 2006 – Jun 2008Ameriprise Financial Services, LLCPreviously
Contact Robert
(203) 532-7000Firm headquarters in Stamford, CT. Ask for Robert. One Greenwich Office ParkGreenwich, CT 06831Office · Get directions LinkedIn pageNorthcoast Asset Management
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Northcoast Asset Management at (203) 532-7000 and ask for Robert Wright. Robert works from the Greenwich, CT office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2006, about 20 years. Top 13% by experience at Northcoast Asset Management.
What licenses does Robert hold?
Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Northcoast Asset Management reports being paid by a percentage of the assets they manage, other fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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