Ryan Scott Morgan
Investment adviser representative at Northcoast Asset Management LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5BFirm assets
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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
14 years in the industry.
- Northcoast Asset Management LLCJan 2025 to now
- Kovitz Investment Group Partners, LLCJun 2024 to now
- Connectus WealthApr 2022 to Jun 2024
- Fisher InvestmentsOct 2020 to Apr 2022
- Linden Thomas & Company Securities, LLCJul 2020 to Sep 2020
- Charles Schwab & Co., Inc.Jul 2017 to Jul 2020
- Charles Schwab BankJul 2017 to Jul 2020
- Victory Capital Advisors Inc.Feb 2012 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2017
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
- 5314256
- Firm CRD
- 282241