William Gregg has been an investment adviser representative at North Shore Private Asset Management since July 2016, and is not listed among the firm’s executive officers or direct owners. William Gregg holds a B.S. in Economics and Computer Science from Trinity College and an M.B.A. in Finance from Northwestern University.
North Shore Private Asset Management, LLC is a Lake Forest, IL firm with $573M under management, 218 clients and 4 advisers in one office, as of its March 2026 filing.
William Gregg is Senior Managing Director - Fixed Income of North Shore Private Asset Management, where he serves as Head of Fixed Income Management. He has been an investment professional for over thirty years and has worked extensively with pension funds, endowments, foundations and high-net-worth clients. Previously he was Managing Director and Head of Fixed Income at Great Lakes Advisors/Wayne Hummer Asset Management.
William Gregg’s longest registration is the current one, 10 years at North Shore Private Asset Management since 2016. Before joining North Shore Private Asset Management in 2016, William Gregg was registered through Great Lakes Advisors, LLC and Wayne Hummer Investments L.L.C.
- – present · 10 yearsLake Forest, IL · Adviser representative · Firm CRD 130132
- Great Lakes Advisors, LLC– · 6 yearsChicago, IL · Adviser representative · Firm CRD 110757
- Wayne Hummer Investments L.L.C.– · under a yearChicago, IL · Adviser representative · Firm CRD 875
Investment adviser representative registrations
William Gregg is registered as an investment adviser representative in Illinois, since July 2016.
- IllinoisSince 8 July 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 September 2008 |
| Series 7 | General Securities Representative Examination | 1 March 2002 |
| Series 3 | National Commodity Futures Examination | 12 November 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 October 1988 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- William Newton Gregg
- CRD
- 1692570
- Firm
- North Shore Private Asset Management · CRD 130132
- Office
- 222 E. WISCONSIN AVE, SUITE 102, Lake Forest, IL 60045
- Registration
- Investment adviser registration
- In the industry since
- August 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- nsprivateam.com
Where does William Gregg work?
William Gregg is an investment adviser representative registered through North Shore Private Asset Management, LLC since July 2016, and is not listed among the firm’s executive officers or direct owners.
Is William Gregg a financial advisor?
Yes. William Gregg has a current investment-adviser registration in Illinois, through North Shore Private Asset Management since July 2016.
How many years of experience does William Gregg have?
William Gregg has 17 years in the financial industry, since August 2009, across 3 adviser firms.
What exams has William Gregg passed?
William Gregg has passed 4 licensing exams: the Series 63, Series 3, Series 7 and Series 65. The earliest, the Series 63, was passed in October 1988.
Where did William Gregg work before North Shore Private Asset Management?
Before North Shore Private Asset Management, William Gregg was registered through Great Lakes Advisors, LLC, September 2008 to August 2015; Wayne Hummer Investments L.L.C., September 2008 to September 2008.
Where is William Gregg based?
William Gregg’s registered office is in Lake Forest, IL.
Is William Gregg registered with FINRA?
No. William Gregg has no current broker registration.
How can I verify William Gregg’s record?
Search CRD 1692570 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Gregg’s full registration record.