William Newton Gregg

Employer firm

North Shore Private Asset Management, LLC CRD 130132

$573M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 401(K) ADVISORY AND CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → Present
  North Shore Private Asset Management
  Lake Forest, IL

Previous Registrations

• 2016-07-08 → 2022-12-31
  North Shore Private Asset Management, Llc
  Lake Forest, IL
• 2016-07-08 → 2020-12-31
  North Shore Private Asset Management, Llc
  Lake Forest, IL
• 2016-07-08 → 2019-12-31
  North Shore Private Asset Management, Llc
  Lake Forest, IL
• 2008-09-30 → 2015-08-06
  Great Lakes Advisors, Llc
  Chicago, IL
• 2008-09-30 → 2008-09-30
  Wintrust Investments Llc
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-09-29
• S63 Uniform Securities Agent State Law Examination
  1988-10-06

Other Names

• Bill Gregg