Desi
Berry

Northern Trust Investments, Inc

CRD#6258660
Investment Advisor
in Tempe, AZ

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About this Advisor

Desi Berry is a financial advisor based out of Tempe, Arizona, who has 10 years of professional experience. Berry currently works for Northern Trust Investments, Inc. The advisor has gained experience at Arkansas Division Of Public School Academic Facilities, Brs Consulting, Bosc Inc, Northern Trust Bank, Northern Trust Securities, Inc and Shurwest. Berry has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona. Northern Trust Investments, Inc is a financial advisory company that has its headquarters in Tempe, Arizona. The company has offices in nine locations and a total of 573 employees. It has $807 billion in total assets across its 35,793 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 245 charities and foundations. Of its 35,793 client accounts, 80% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Northern Trust Investments, Inc performs a number of services, such as 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. Financial management fee schedules largely are based on which services the firm provides the client. Fee types billed by Northern Trust Investments, Inc most likely consist of asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Disclosures

No

Office Location

2160 East Elliot
Tempe, AZ 85284

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Northern Trust Investments, Inc Brokerage Details

Total Assets Under Management

$806,621,804,542

AZ Average: $6,674,516,078
Total Number of Employees

573

AZ Average: 44
Total Number of Accounts

35,793

AZ Average: 2,564
Average Account Size

$22,535,742

AZ Average: $2,603,165

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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
  • Other

Desi Berry Work History

Desi has 11 years of experience.

2016 - Present (4 years)

Northern Trust Bank

2016 - Present (4 years)

Northern Trust Securities, Inc

2016 - 2016 (< 1 year)

Shurwest

2013 - 2016 (3 years)

Bosc Inc

2010 - 2013 (3 years)

Brs Consulting

2009 - 2013 (4 years)

Arkansas Division Of Public School Academic Facilities

Disclosures

Desi Berry has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Northern Trust Investments, Inc

Erik Spano
Tempe, AZ
Robin Tardy
Chicago, IL
Joseph Tiralosi
Chicago, IL
Ahmed Taha
Chicago, IL
Thomas Nussbaum
Bridgewater, MA
Desi Berry
Tempe, AZ
John Abunassar
Chicago, IL
Kenneth Javor
Chicago, IL

This content was compiled from the SEC and FINRA.

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