Claim Profile
MH

Megan Hall

NORTHCOAST ASSET MANAGEMENT LLC·GREENWICH, Connecticut
Unclaimed Profile
ONE GREENWICH OFFICE PARK, GREENWICH, CT 06831CRD# 5963705Firm CRD# 109582
01

About

Megan Hall is a registered financial advisor based in GREENWICH, Connecticut, affiliated with NORTHCOAST ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
NORTHCOAST ASSET MANAGEMENT LLC
NORTHCOAST ASSET MANAGEMENT LLC
AUM
$2.1B
Regulatory assets under management
Employees
32
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5963705
Firm CRD# 109582
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GREENWICH?

Browse all registered financial advisors in GREENWICH, Connecticut or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Megan Hall offer?
Megan Hall specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GREENWICH, Connecticut for a consultation.
What are Megan Hall's credentials?
Megan Hall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Megan Hall located?
Megan Hall is based in GREENWICH, Connecticut, working with NORTHCOAST ASSET MANAGEMENT LLC. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.
How does Megan Hall charge for services?
Megan Hall's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTHCOAST ASSET MANAGEMENT LLC?
NORTHCOAST ASSET MANAGEMENT LLC has approximately 32 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty