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RIA / WealthAdvisor37 years in industry

WILLIAM NEWTON GREGG

Advisor at NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC

LAKE FOREST, IL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Sep 30, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 6, 1988earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Oct 6, 1988
First registration: Sep 30, 2008
Dual registered: no
Other names: BILL GREGG
IAPD individual key: 1692570

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC	Independent wealth	Jul 8, 2016	n/a	yes	LAKE FOREST, IL	Current employment
NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC	Independent wealth	Jul 8, 2016	Dec 31, 2022	no	LAKE FOREST, IL	Previous registration
NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC	Independent wealth	Jul 8, 2016	Dec 31, 2020	no	LAKE FOREST, IL	Previous registration
NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC	Independent wealth	Jul 8, 2016	Dec 31, 2019	no	LAKE FOREST, IL	Previous registration
GREAT LAKES ADVISORS, LLC	Other adviser	Sep 30, 2008	Aug 6, 2015	no	CHICAGO, IL	Previous registration
WINTRUST INVESTMENTS	Former SEC adviser	Sep 30, 2008	Sep 30, 2008	no	CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GREAT LAKES ADVISORS, LLC	NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC	Aug 6, 2015	Jul 8, 2016	337	Firm change	Other
WINTRUST INVESTMENTS	GREAT LAKES ADVISORS, LLC	Sep 30, 2008	Sep 30, 2008	0	Firm change	Other

Relationships

Registered with (3)

→ NORTH SHORE PRIVATE ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 8, 2016 to Dec 31, 2022factForm ADV
→ GREAT LAKES ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 30, 2008 to Aug 6, 2015factForm ADV
→ WINTRUST INVESTMENTSRegistered adviserregistration: previous registration
Sep 30, 2008 to Sep 30, 2008factForm ADV

Dated events

No dated event names this entity yet.