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RIA / WealthAdvisorCertified Financial Planner18 years in industry

RYAN SCOTT MORGAN

Advisor at NORTHCOAST ASSET MANAGEMENT LLC

Charlotte, NC

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Search this name across graphsid dfx:ria:cd841456-d835-ac61-b1c6-c1caafc33d1c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Aug 3, 2017 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: NORTHCOAST 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: Dec 13, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Dec 13, 2007
First registration: Aug 3, 2017
Dual registered: no
IAPD individual key: 5314256

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
NORTHCOAST ASSET MANAGEMENT LLC	Independent wealth	Jan 6, 2025	n/a	yes	Charlotte, NC	Current employment
NORTHCOAST ASSET MANAGEMENT LLC	Independent wealth	Jun 3, 2024	Dec 31, 2024	no	Charlotte, NC	Previous registration
CONNECTUS WEALTH	Former SEC adviser	Apr 29, 2022	Jul 25, 2024	no	Charlotte, NC	Previous registration
FISHER INVESTMENTS	Independent wealth	Oct 22, 2020	Apr 12, 2022	no	CHARLOTTE, NC\|PLANO, TX	Previous registration
LINDEN THOMAS ADVISORY SERVICES, LLC	Independent wealth	Jul 23, 2020	Oct 1, 2020	no	CHARLOTTE, NC	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Aug 3, 2017	Jul 22, 2020	no	Lone Tree, CO	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
CONNECTUS WEALTH	NORTHCOAST ASSET MANAGEMENT LLC	Jul 25, 2024	Jun 3, 2024	-52	Bulk transfer	RIA to RIA
FISHER INVESTMENTS	CONNECTUS WEALTH	Apr 12, 2022	Apr 29, 2022	17	Firm change	RIA to RIA
LINDEN THOMAS ADVISORY SERVICES, LLC	FISHER INVESTMENTS	Oct 1, 2020	Oct 22, 2020	21	Firm change	RIA to RIA
CHARLES SCHWAB & CO., INC.	LINDEN THOMAS ADVISORY SERVICES, LLC	Jul 22, 2020	Jul 23, 2020	1	Firm change	Ibd to RIA

Relationships

Registered with (5)

→ NORTHCOAST ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Jun 3, 2024 to Dec 31, 2024factForm ADV
→ CONNECTUS WEALTHRegistered adviserregistration: previous registration
Apr 29, 2022 to Jul 25, 2024factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Oct 22, 2020 to Apr 12, 2022factForm ADV
→ LINDEN THOMAS ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Jul 23, 2020 to Oct 1, 2020factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Aug 3, 2017 to Jul 22, 2020factForm ADV

Dated events

Occurred
Apr 12, 2022
Advisor changed firm
Ryan Scott Morgan left Fisher Investments for Connectus Wealth (registered 2022-04-29)
Form ADVobserved 6 days ago