Searle & Co.
47yrs
Top advisor by experience in Greenwich
1yr
Ryan Gregory
Full name on record: Ryan James Gregory
Financial advisor at Northcoast Asset Management
Ryan Gregory has worked in the financial industry for 1 year and is a fiduciary financial advisor based in Greenwich, Connecticut. Ryan joined Northcoast Asset Management in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Northcoast Asset Management reports being paid through a percentage of assets.
One of 659 advisors with offices in Greenwich, and one of 618 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
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 65Uniform Investment Adviser Law Examination
Career
- May 2025 – nowNorthcoast Asset Management LLCCurrent firm
Contact Ryan
One Greenwich Office ParkGreenwich, CT 06831Office · Get directions Firm main line(203) 532-7000Headquarters: Northcoast Asset Management · Stamford, CT LinkedIn pageNorthcoast Asset Management
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Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Ryan
How do I contact Ryan?
Call Northcoast Asset Management at (203) 532-7000 and ask for Ryan Gregory. Ryan works from the Greenwich, CT office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Ryan hold?
Series 65. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
Northcoast Asset Management reports being paid by a percentage of the assets they manage, other fees. Ask Ryan 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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