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Ryan Scott Morgan

Northcoast Asset Management LLC

Charlotte, NC

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Current Employers
Northcoast Asset Management Llc

400 Atlantic Sreet 6Th Floor, Stamford, CT 06901 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-01-06
  • NC RA
    APPROVED
    Since 2025-01-06

Branch Locations

3440 Toringdon Way Suite 205, Charlotte, NC 28277 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Victory Capital Advisors Inc. Centenniel CO 02/2012 06/2017
Charles Schwab & Co., Inc. Lone Tree CO 07/2017 07/2020
Charles Schwab Bank Lone Tree CO 07/2017 07/2020
Linden Thomas & Company Securities, Llc Charlotte NC 07/2020 09/2020
Fisher Investments Camas WA 10/2020 04/2022
Connectus Wealth Hunt Valley MD 04/2022 06/2024
Kovitz Investment Group Partners, Llc Charlotte NC 06/2024 Present
  • 02/2012 → 06/2017
    Victory Capital Advisors Inc.
    Centenniel, CO
  • 07/2017 → 07/2020
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 07/2017 → 07/2020
    Charles Schwab Bank
    Lone Tree, CO
  • 07/2020 → 09/2020
    Linden Thomas & Company Securities, Llc
    Charlotte, NC
  • 10/2020 → 04/2022
    Fisher Investments
    Camas, WA
  • 04/2022 → 06/2024
    Connectus Wealth
    Hunt Valley, MD
  • 06/2024 → Present
    Kovitz Investment Group Partners, Llc
    Charlotte, NC
Previous Registrations
Other Businesses

Rental Property| Not investment related| Parker, CO| Real Estate/Property Management| Owner of property| Start 02.01.2015| Less than 20 hours/month - 0 during trading hours| Manage & maintain property

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-03
S63 Uniform Securities Agent State Law Examination 2007-12-13
  • S66 Uniform Combined State Law Examination
    2017-08-03
  • S63 Uniform Securities Agent State Law Examination
    2007-12-13
Designations

View on SEC IAPD

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