Northern Trust Investments, Inc
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About this Advisor
Desi Berry is a financial advisor who is based out of Tempe, Arizona. Currently an investment advisor at Northern Trust Investments, Inc, Berry has 10 years of practice in the financial advisory industry. Berry holds a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Berry is registered to act as a financial advisor in Arizona. Over the course of their career, Berry has held roles at Arkansas Division Of Public School Academic Facilities, Brs Consulting, Bosc Inc, Shurwest, Northern Trust Securities, Inc and Northern Trust Bank. Northern Trust Investments, Inc is headquartered in Tempe, Arizona, and operates out of six additional brick-and-mortar locations throughout the nation. In aggregate, Northern Trust Investments, Inc manages $837 billion in assets across 34,287 client accounts and retains more than 562 people. The amount of assets the firm manages places it among the largest investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 88% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Northern Trust Investments, Inc can offer portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. The firm's fees may include asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years of Experience
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Northern Trust Investments, Inc Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Desi Berry Work History
Desi has 10 years of experience.
Northern Trust Securities, Inc
Northern Trust Bank
Arkansas Division Of Public School Academic Facilities
Desi Berry has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Northern Trust Investments, Inc
West Palm Beach, FL